Filed January 6, 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 7-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 |
|---|---|---|
CITIBANK2+ years Filed as: CITIBANK PRIVATE BANK Service code 27 · EIN 95-1066597 | Advisory (Plan) | $80,756 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $49,106 |
Filed as: NORTHWESTERN MUTUAL Service code 27 · EIN 39-2018056 | Advisory (Plan) | $37,494 |
FCA CORP2+ years Service code 27 · EIN 76-0076528 | Advisory (Plan) | $12,461 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,012,098 | $75,183+1246.2% | $123,892+716.9% | $55,167+1734.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.88% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $52,632 | $5,084+935.1% | $5,984+779.5% | $3,054+1623.3% |
| Admin fee / account holder | $2,572 | $663+288.1% | $8,357-69.2% | $504+410.3% |