Filed March 28, 1996 (most recent of 2 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 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $206,211 |
Filed as: CAMBRIDGE ASSOCIATES Service code 70 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Consulting Fees | $0 |
COOK STREET CONSULTING3 years Service code 50 · EIN 84-0854432 5299 DTC BOULEVARD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $0 |
REGIONS BANK1 year Service code 70 · EIN 63-0371391 1900 5TH AVE NORTH · BIRMINGHAM, AL 35203 | Consulting Fees | $0 |
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 | $92,656 | $143,525-35.4% | $379,746-75.6% | $90,288+2.6% |
| Participation rate | 65.1% | 82.9%-17.8pp | 78.4%-13.3pp | 73.4%-8.3pp |
| Annual return | 14.49% | 18.97%-4.5pp | 34.90%-20.4pp | 53.97%-39.5pp |
| Employer contribution / active EE | $3,713 | $3,201+16.0% | $3,540+4.9% | $2,524+47.1% |
| Participant deferral / active EE | $6,823 | $5,231+30.4% | $6,024+13.3% | $4,232+61.2% |
| Admin fee / account holder | $122 | $100+21.8% | $7,927-98.5% | $114+7.2% |