Filed August 3, 2006 (most recent of 7 filings on file)
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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 13 · EIN 04-2647786 | Contract Administrator | $1,544,371 |
STRATEGIC ADVISORS, INC.2+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $136,229 |
EVERCORE TRUST COMPANY2+ years Filed as: EVERCORE TRUST COMPANY, N.A. Service code 28 · EIN 26-4691954 | Investment Management | $125,120 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $120,045 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $100,000 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $26,435 |
DIGITAL DOCUMENTS, LLC2+ years Service code 50 · EIN 54-2042401 | Direct Payment | $10,161 |
WEALTH MANAGEMENT SYSTEMS INC2+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,743 | $126,925-47.4% | $74,183-10.0% | $329,111-79.7% |
| Participation rate | 83.4% | 87.5%-4.2pp | 76.6%+6.8pp | 67.9%+15.5pp |
| Annual return | -19.27% | 10.67%-29.9pp | 17.74%-37.0pp | 16.35%-35.6pp |
| Employer contribution / active EE | $1,177 | $3,536-66.7% | $2,370-50.4% | $2,303-48.9% |
| Participant deferral / active EE | $2,906 | $6,619-56.1% | $3,550-18.1% | $3,682-21.1% |
| Admin fee / account holder | $54 | $64-15.7% | $5,586-99.0% | $754-92.9% |