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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $67,187 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 70 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Consulting Fees | $31,076 |
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 | $60,077 | $26,906+123.3% | $61,373-2.1% | $77,904-22.9% |
| Participation rate | 32.1% | 33.4%-1.4pp | 52.6%-20.5pp | 73.7%-41.6pp |
| Annual return | -12.47% | -14.46%+2.0pp | 338.61%-351.1pp | 12.21%-24.7pp |
| Employer contribution / active EE | $1,288 | $521+147.2% | $1,159+11.1% | $2,848-54.8% |
| Participant deferral / active EE | $2,629 | $1,180+122.7% | $2,125+23.7% | $4,806-45.3% |
| Admin fee / account holder | $57 | $117-51.6% | $2,130-97.3% | $133-57.3% |