Filed December 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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $75,043 |
HIGHTOWER ADVISORS LLC1+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 50 · EIN 36-4500709 | Direct Payment | $36,000 |
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 | $31,182 | $38,312-18.6% | $100,671-69.0% | $59,188-47.3% |
| Participation rate | 74.6% | 57.4%+17.2pp | 70.7%+3.9pp | 69.4%+5.2pp |
| Annual return | -1.21% | 2.64%-3.8pp | 20.43%-21.6pp | 5.51%-6.7pp |
| Employer contribution / active EE | $1,224 | $1,183+3.5% | $4,012-69.5% | $2,098-41.7% |
| Participant deferral / active EE | $2,044 | $1,847+10.7% | $3,144-35.0% | $3,265-37.4% |
| Admin fee / account holder | $62 | $68-8.4% | $4,850-98.7% | $92-32.7% |