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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,926 |
EISNERAMPER LLP4 years Service code 10 · EIN 87-1363769 | Accounting | $78,945 |
OLSHAN FROME WOLOSKY LLP7 years Service code 29 · EIN 13-1978173 | Legal | $54,888 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $17,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,219 | $44,764+407.6% | $68,791+230.3% | $64,808+250.6% |
| Participation rate | 52.9% | 64.8%-11.8pp | 69.0%-16.1pp | 71.5%-18.5pp |
| Annual return | -13.41% | -10.91%-2.5pp | -6.38%-7.0pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,251 | $1,775-29.5% | $2,655-52.9% | $2,506-50.1% |
| Participant deferral / active EE | $4,716 | $3,238+45.7% | $3,941+19.7% | $4,310+9.4% |
| Admin fee / account holder | $250 | $151+65.5% | $4,932-94.9% | $188+33.3% |