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 LLP5 years Service code 29 · EIN 13-1978173 | Legal | $100,410 |
EISNERAMPER LLP2 years Service code 10 · EIN 13-1639826 | Accounting | $27,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $238,754 | $51,288+365.5% | $81,983+191.2% | $73,409+225.2% |
| Participation rate | 65.9% | 64.0%+1.9pp | 69.2%-3.3pp | 72.2%-6.3pp |
| Annual return | 14.63% | 29.48%-14.8pp | 41.31%-26.7pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,208 | $1,487-18.8% | $2,498-51.6% | $2,234-45.9% |
| Participant deferral / active EE | $5,131 | $2,715+89.0% | $3,722+37.8% | $3,805+34.8% |
| Admin fee / account holder | $81 | $125-35.7% | $5,664-98.6% | $158-49.0% |