Filed April 26, 2006 (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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,479,806 |
Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $180,000 |
GRANT THORNTON LLP9 years Service code 10 · EIN 36-6055558 | Accounting | $42,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,973 | $96,807-45.3% | $164,813-67.9% | $106,382-50.2% |
| Participation rate | 96.6% | 79.1%+17.5pp | 78.6%+18.0pp | 69.9%+26.7pp |
| Annual return | 11.54% | 17.39%-5.9pp | 69.93%-58.4pp | 17.37%-5.8pp |
| Employer contribution / active EE | $1,872 | $2,888-35.2% | $4,341-56.9% | $3,364-44.3% |
| Participant deferral / active EE | $3,491 | $5,055-31.0% | $6,031-42.1% | $5,569-37.3% |
| Admin fee / account holder | $70 | $66+6.4% | $12,690-99.4% | $79-11.7% |