Filed November 9, 2005
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 |
|---|---|---|
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1479099 | Accounting | $15,500 |
401(K) ADVISORS INC1+ years Filed as: US ADVISORS, INC Service code 16 · EIN 06-1397347 | Consulting | $8,000 |
USI CONSULTING GROUP1+ years Filed as: USI CONSULTING GROUP, INC. Service code 16 · EIN 06-1053228 | Consulting | $8,000 |
SHIPMAN & GOODWIN LLP1+ years Filed as: SHIPMAN AND GOODWIN LLP Service code 29 · EIN 06-0640174 | Legal | $5,280 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,780 |
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 | $54,601 | $71,957-24.1% | $67,652-19.3% | $59,188-7.8% |
| Participation rate | 97.8% | 82.7%+15.1pp | 75.7%+22.1pp | 69.4%+28.3pp |
| Annual return | 2.44% | 8.53%-6.1pp | 6625.04%-6622.6pp | 5.51%-3.1pp |
| Employer contribution / active EE | $4,025 | $2,432+65.5% | $2,266+77.7% | $2,098+91.8% |
| Participant deferral / active EE | $3,053 | $4,211-27.5% | $3,560-14.2% | $3,265-6.5% |
| Admin fee / account holder | $8 | $64-87.7% | $4,821-99.8% | $92-91.5% |