Filed April 17, 2006 (most recent of 4 filings on file)
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 |
|---|---|---|
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $19,200 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 16 · EIN 22-3189064 | Consulting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,525 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,906 | $72,770+34.5% | $67,652+44.7% | $55,191+77.4% |
| Participation rate | 96.1% | 78.8%+17.4pp | 75.7%+20.5pp | 69.2%+27.0pp |
| Annual return | 1.65% | -3.26%+4.9pp | 6625.04%-6623.4pp | 10.78%-9.1pp |
| Employer contribution / active EE | $4,896 | $1,769+176.7% | $2,266+116.1% | $1,899+157.9% |
| Participant deferral / active EE | $7,629 | $3,408+123.9% | $3,560+114.3% | $3,046+150.4% |
| Admin fee / account holder | $31 | $79-61.1% | $4,821-99.4% | $91-66.2% |