Filed January 11, 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 13 · EIN 06-1050034 | Contract Administrator | $333,301 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 10 · EIN 36-2235791 | Accounting | $54,585 |
GETTRY MARCUS CPA, P.C.3 years Service code 10 · EIN 13-3418879 | Accounting | $48,300 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $46,834 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,402 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
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 | $178,237 | $43,466+310.1% | $90,951+96.0% | $90,288+97.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.0%+31.0pp | 73.4%+26.6pp |
| Annual return | 13.61% | 25.26%-11.6pp | 134.60%-121.0pp | 53.97%-40.4pp |
| Employer contribution / active EE | $6,911 | $840+722.7% | $2,122+225.7% | $2,524+173.8% |
| Participant deferral / active EE | $9,776 | $2,138+357.4% | $3,373+189.9% | $4,232+131.0% |
| Admin fee / account holder | $83 | $92-9.6% | $5,959-98.6% | $114-27.2% |