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 | $734,109 |
STRATEGIC ADVISORS, INC.3+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $135,356 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $100,000 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE TRUST COMPANY, N.A. Service code 28 · EIN 26-4691954 | Investment Management | $80,799 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $48,430 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $23,000 |
JENNER & BLOCK LLP1 year Service code 29 · EIN 36-2192554 | Legal | $7,628 |
DIGITAL DOCUMENTS, LLC3+ years Service code 50 · EIN 54-2042401 | Direct Payment | $7,620 |
WEALTH MANAGEMENT SYSTEMS INC3+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
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 | $99,496 | $136,209-27.0% | $82,313+20.9% | $80,976+22.9% |
| Participation rate | 93.0% | 88.0%+5.0pp | 76.9%+16.1pp | 68.3%+24.8pp |
| Annual return | 14.18% | 21.54%-7.4pp | 25.88%-11.7pp | 22.91%-8.7pp |
| Employer contribution / active EE | $2,335 | $3,633-35.7% | $2,428-3.8% | $2,402-2.8% |
| Participant deferral / active EE | $4,070 | $6,693-39.2% | $3,706+9.8% | $3,848+5.8% |
| Admin fee / account holder | $65 | $62+4.6% | $5,608-98.8% | $67-3.6% |