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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $812,258 |
Filed as: THE MONROE VOS CONSULTING GROUP, IN Service code 70 · EIN 76-0451829 | Consulting Fees | $75,000 |
GRANT THORNTON LLP1 year Service code 50 33911 TREASURY CENTER · CHICAGO, IL 606943900 | Direct Payment | $46,994 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,634 | $79,480-43.8% | $108,579-58.9% | $329,111-86.4% |
| Participation rate | 92.6% | 72.0%+20.5pp | 79.6%+13.0pp | 67.9%+24.7pp |
| Annual return | 6.62% | 18.07%-11.5pp | -51.70%+58.3pp | 16.35%-9.7pp |
| Employer contribution / active EE | $2,096 | $2,317-9.5% | $3,758-44.2% | $2,303-9.0% |
| Participant deferral / active EE | $2,498 | $3,243-23.0% | $4,311-42.1% | $3,682-32.2% |
| Admin fee / account holder | $50 | $68-26.1% | $7,645-99.3% | $754-93.4% |