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 | $1,482,860 |
Filed as: THE MONROE VOS CONSULTING GROUP, IN Service code 70 · EIN 76-0451829 | Consulting Fees | $187,500 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $42,620 |
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 | $52,852 | $79,240-33.3% | $117,854-55.2% | $80,976-34.7% |
| Participation rate | 95.2% | 68.1%+27.1pp | 79.7%+15.5pp | 68.3%+26.9pp |
| Annual return | 15.53% | 34.09%-18.6pp | 335.08%-319.5pp | 22.91%-7.4pp |
| Employer contribution / active EE | $1,442 | $2,142-32.7% | $3,786-61.9% | $2,402-40.0% |
| Participant deferral / active EE | $2,607 | $3,102-16.0% | $4,482-41.8% | $3,848-32.3% |
| Admin fee / account holder | $81 | $65+25.1% | $8,020-99.0% | $67+20.6% |