Filed April 13, 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 4-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 |
|---|---|---|
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 | Consulting | $62,542 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,289 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $35,966 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,019 |
ELLENOFF GROSSMAN & SCHOLE LLP4+ years Filed as: ELLENHOFF GROSSMAN & SCHOLE LLP Service code 29 · EIN 13-3643185 | Legal | $8,728 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $118,968 | $89,808+32.5% | $100,383+18.5% | $77,671+53.2% |
| Participation rate | 86.6% | 81.2%+5.4pp | 81.5%+5.1pp | 70.6%+16.0pp |
| Annual return | 13.61% | 20.62%-7.0pp | 49.26%-35.6pp | 31.21%-17.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,944-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $10,162 | $8,284+22.7% | $8,086+25.7% | $4,648+118.6% |
| Admin fee / account holder | $93 | $174-46.4% | $7,900-98.8% | $430-78.3% |