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 LLP3 years Service code 29 · EIN 13-1978173 | Legal | $83,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,737 |
Form 5500 reported that benefits due were not provided when due.
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 | $185,043 | $41,467+346.2% | $67,313+174.9% | $55,725+232.1% |
| Participation rate | 74.9% | 62.5%+12.4pp | 69.1%+5.9pp | 70.9%+4.1pp |
| Annual return | -1.72% | 0.82%-2.5pp | -4.08%+2.4pp | 244.93%-246.6pp |
| Employer contribution / active EE | $1,244 | $1,316-5.5% | $2,566-51.5% | $2,078-40.1% |
| Participant deferral / active EE | $6,502 | $2,399+171.0% | $3,568+82.2% | $3,356+93.8% |
| Admin fee / account holder | $42 | $102-58.4% | $4,507-99.1% | $115-63.1% |