Filed September 15, 2006 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 50 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Direct Payment | $39,127 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,185 | $36,939+103.5% | $80,716-6.9% | $93,030-19.2% |
| Participation rate | 31.8% | 32.6%-0.8pp | 54.2%-22.4pp | 73.9%-42.1pp |
| Annual return | 16.48% | 17.55%-1.1pp | 87.28%-70.8pp | 158.70%-142.2pp |
| Employer contribution / active EE | $1,267 | $455+178.5% | $1,160+9.2% | $2,706-53.2% |
| Participant deferral / active EE | $2,665 | $1,044+155.3% | $2,146+24.2% | $4,562-41.6% |
| Admin fee / account holder | $26 | $162-83.7% | $3,380-99.2% | $152-82.7% |