Filed August 9, 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 |
|---|---|---|
OLSHAN FROME WOLOSKY LLP1+ years Filed as: OLSHAN Service code 29 · EIN 13-1978173 | Legal | $28,238 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,021 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $5,381 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $159,531 | $39,458+304.3% | $60,547+163.5% | $55,191+189.1% |
| Participation rate | 75.1% | 59.6%+15.5pp | 68.0%+7.2pp | 69.2%+6.0pp |
| Annual return | 1.16% | 3.35%-2.2pp | 335.64%-334.5pp | 10.78%-9.6pp |
| Employer contribution / active EE | $339 | $1,210-72.0% | $2,419-86.0% | $1,899-82.2% |
| Participant deferral / active EE | $5,863 | $2,140+173.9% | $3,328+76.2% | $3,046+92.5% |
| Admin fee / account holder | $874 | $95+818.9% | $4,536-80.7% | $91+863.1% |