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 | $1,607,190 |
Filed as: THE MONROE VOS CONSULTING GROUP, IN Service code 70 · EIN 76-0451829 | Consulting Fees | $180,000 |
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $39,220 |
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 | $55,521 | $94,554-41.3% | $133,956-58.6% | $106,222-47.7% |
| Participation rate | 96.1% | 76.2%+19.9pp | 79.8%+16.2pp | 70.8%+25.3pp |
| Annual return | 14.07% | 16.55%-2.5pp | 45.09%-31.0pp | 21.69%-7.6pp |
| Employer contribution / active EE | $1,579 | $2,503-36.9% | $3,919-59.7% | $2,723-42.0% |
| Participant deferral / active EE | $2,892 | $4,130-30.0% | $5,048-42.7% | $4,600-37.1% |
| Admin fee / account holder | $83 | $69+20.1% | $8,927-99.1% | $78+5.6% |