Filed March 24, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $506,155 |
FINANCIAL ENGINES4+ years Service code 16 · EIN 77-0473565 | Consulting | $417,703 |
PEI1 year Service code 16 · EIN 22-3189064 | Consulting | $65,000 |
COHN REZNICK LLP4+ years Filed as: COHN REZNICK Service code 16 · EIN 22-1478099 | Consulting | $18,750 |
Form 5500 reported that benefits due were not provided when due.
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 | $96,149 | $68,904+39.5% | $83,333+15.4% | $68,904+39.5% |
| Participation rate | 97.0% | 74.1%+22.9pp | 77.8%+19.3pp | 74.1%+22.9pp |
| Annual return | -4.12% | 1.07%-5.2pp | 10.63%-14.8pp | 1.07%-5.2pp |
| Employer contribution / active EE | $4,110 | $2,540+61.8% | $3,379+21.6% | $2,540+61.8% |
| Participant deferral / active EE | $9,588 | $4,015+138.8% | $5,565+72.3% | $4,015+138.8% |
| Admin fee / account holder | $84 | $71+17.1% | $7,510-98.9% | $71+17.1% |