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 | $611,371 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISERS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $386,817 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $110,108 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $82,511 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $15,217 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $10,922 |
WEALTH MANAGEMENT SYSTEMS INC4+ 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 1 reportable transaction. $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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,625 | $143,368+28.8% | $87,100+112.0% | $89,569+106.1% |
| Participation rate | 50.6% | 88.2%-37.7pp | 76.9%-26.3pp | 69.6%-19.0pp |
| Annual return | 170.23% | 28.55%+141.7pp | 28.19%+142.0pp | 34.56%+135.7pp |
| Employer contribution / active EE | $1,574 | $4,012-60.8% | $2,521-37.6% | $2,584-39.1% |
| Participant deferral / active EE | $4,163 | $7,129-41.6% | $4,049+2.8% | $4,220-1.4% |
| Admin fee / account holder | $66 | $61+8.2% | $7,497-99.1% | $72-8.1% |