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 | $1,725,076 |
Filed as: THE MONROE VOS CONSULTING GROUP, IN Service code 70 · EIN 76-0451829 | Consulting Fees | $112,500 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $41,420 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $47,323 | $100,545-52.9% | $110,238-57.1% | $73,367-35.5% |
| Participation rate | 95.4% | 67.8%+27.6pp | 79.8%+15.6pp | 69.5%+25.9pp |
| Annual return | -4.43% | -1.49%-2.9pp | 314.74%-319.2pp | 173.45%-177.9pp |
| Employer contribution / active EE | $1,466 | $2,405-39.0% | $3,826-61.7% | $2,499-41.3% |
| Participant deferral / active EE | $2,698 | $3,439-21.6% | $4,672-42.3% | $4,033-33.1% |
| Admin fee / account holder | $85 | $81+5.4% | $8,547-99.0% | $68+24.4% |