Filed February 1, 2006
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 SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $63,059 |
COOK STREET CONSULTING3 years Service code 16 · EIN 84-0854432 | Consulting | $48,099 |
HOLLAND & KNIGHT2 years Filed as: HOLLAND & HART, LLP Service code 16 · EIN 84-0382505 | Consulting | $6,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,481 | $44,626+57.9% | $86,188-18.2% | $80,160-12.1% |
| Participation rate | 39.8% | 63.5%-23.7pp | 69.0%-29.1pp | 72.9%-33.1pp |
| Annual return | 15.56% | 19.61%-4.0pp | 1168.45%-1152.9pp | 40.38%-24.8pp |
| Employer contribution / active EE | $352 | $1,099-68.0% | $2,380-85.2% | $2,978-88.2% |
| Participant deferral / active EE | $1,601 | $2,769-42.2% | $3,985-59.8% | $5,017-68.1% |
| Admin fee / account holder | $182 | $133+36.9% | $6,852-97.3% | $145+25.8% |