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 | $75,462 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $35,000 |
COOK STREET CONSULTING4 years Service code 16 · EIN 84-0854432 | Consulting | $24,586 |
HOLLAND & KNIGHT3 years Filed as: HOLLAND & HART, LLP Service code 16 · EIN 84-0382505 | Consulting | $6,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,102 | $48,698+60.4% | $93,606-16.6% | $199,593-60.9% |
| Participation rate | 32.9% | 63.5%-30.7pp | 68.7%-35.8pp | 72.0%-39.1pp |
| Annual return | 11.01% | 15.34%-4.3pp | 133.20%-122.2pp | 34.25%-23.2pp |
| Employer contribution / active EE | $292 | $1,135-74.3% | $2,420-87.9% | $3,034-90.4% |
| Participant deferral / active EE | $1,302 | $2,817-53.8% | $4,411-70.5% | $5,087-74.4% |
| Admin fee / account holder | $224 | $195+15.0% | $8,285-97.3% | $269-16.6% |