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 year Filed as: MCGLADREY LLP Service code 16 · EIN 42-0714325 | Consulting | $20,250 |
Filed as: PORTFOLIO EVALUTIONS, INC Service code 16 · EIN 22-3189064 | Consulting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,887 |
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 | $91,666 | $80,211+14.3% | $74,183+23.6% | $63,975+43.3% |
| Participation rate | 96.4% | 84.2%+12.2pp | 76.6%+19.8pp | 71.1%+25.2pp |
| Annual return | 8.56% | 14.13%-5.6pp | 17.74%-9.2pp | 48.65%-40.1pp |
| Employer contribution / active EE | $4,632 | $2,553+81.4% | $2,370+95.4% | $2,182+112.3% |
| Participant deferral / active EE | $7,020 | $4,370+60.6% | $3,550+97.8% | $3,356+109.1% |
| Admin fee / account holder | $31 | $67-53.5% | $5,586-99.4% | $70-55.6% |