Filed June 27, 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 49 · EIN 04-1590850 | Other Services | $318,838 |
COHN REZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $55,592 |
THE CENTURION GROUP, LLC4+ years Service code 27 · EIN 20-8394397 | Advisory (Plan) | $52,255 |
CHERNOFF DIAMOND & CO., LLC4+ years Filed as: CHERNOFF DIAMOND Service code 14 · EIN 11-2836994 | Plan Administrator | $7,978 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,839 | $62,267+145.5% | $110,238+38.6% | $55,725+174.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 79.8%-4.8pp | 70.9%+4.1pp |
| Annual return | -1.22% | -1.07%-0.2pp | 314.74%-316.0pp | 244.93%-246.2pp |
| Employer contribution / active EE | $2,016 | $1,941+3.8% | $3,826-47.3% | $2,078-3.0% |
| Participant deferral / active EE | $6,967 | $3,516+98.2% | $4,672+49.1% | $3,356+107.6% |
| Admin fee / account holder | $522 | $121+332.0% | $8,547-93.9% | $115+353.5% |