Filed July 29, 2006 (most recent of 3 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: BANK OF AMERICA MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $1,731,510 |
MCAFEE & TAFT10+ years Service code 29 · EIN 73-0781676 | Legal | $89,262 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $47,740 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $46,000 |
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 | $59,224 | $142,480-58.4% | $76,735-22.8% | $142,480-58.4% |
| Participation rate | 67.0% | 76.2%-9.2pp | 69.5%-2.5pp | 76.2%-9.2pp |
| Annual return | 15.51% | 16.32%-0.8pp | 29.77%-14.3pp | 16.32%-0.8pp |
| Employer contribution / active EE | $1,097 | $3,867-71.6% | $2,454-55.3% | $3,867-71.6% |
| Participant deferral / active EE | $3,365 | $6,807-50.6% | $4,088-17.7% | $6,807-50.6% |
| Admin fee / account holder | $72 | $307-76.6% | $7,189-99.0% | $307-76.6% |