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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $336,171 |
COHN REZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $57,222 |
THE CENTURION GROUP, LLC5+ years Service code 27 · EIN 20-8394397 | Advisory (Plan) | $39,298 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,086 |
CHERNOFF DIAMOND & CO., LLC5+ years Filed as: CHERNOFF DIAMOND Service code 14 · EIN 11-2836994 | Plan Administrator | $6,831 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA3 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 |
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 | $184,705 | $69,159+167.1% | $125,175+47.6% | $67,579+173.3% |
| Participation rate | 75.7% | 78.2%-2.5pp | 79.8%-4.1pp | 71.3%+4.4pp |
| Annual return | 22.61% | 27.12%-4.5pp | 43.79%-21.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,087 | $2,023+3.1% | $3,865-46.0% | $2,148-2.8% |
| Participant deferral / active EE | $7,363 | $3,700+99.0% | $4,937+49.2% | $3,539+108.0% |
| Admin fee / account holder | $549 | $142+287.5% | $9,702-94.3% | $142+286.0% |