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 year Service code 29 · EIN 13-1978173 | Legal | $61,041 |
MARKS PANETH LLP1 year Service code 10 · EIN 11-3518842 | Accounting | $37,310 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $17,877 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,185 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $174,204 | $39,819+337.5% | $67,834+156.8% | $57,658+202.1% |
| Participation rate | 78.6% | 61.2%+17.3pp | 68.8%+9.8pp | 70.2%+8.4pp |
| Annual return | 4.29% | 9.19%-4.9pp | 138.47%-134.2pp | 5.13%-0.8pp |
| Employer contribution / active EE | $397 | $1,277-68.9% | $2,403-83.5% | $1,974-79.9% |
| Participant deferral / active EE | $6,423 | $2,209+190.7% | $3,160+103.3% | $3,061+109.9% |
| Admin fee / account holder | $987 | $84+1079.7% | $4,622-78.7% | $95+943.6% |