Filed July 30, 2006 (most recent of 5 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 |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 04-3211048 | Investment Management | $280,387 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $217,597 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP Service code 16 · EIN 36-2235791 | Consulting | $188,087 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $164,566 |
GOLDMAN SACHS1+ years Service code 28 · EIN 04-3211048 | Investment Management | $120,135 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $79,800 |
HH ASSOCIATES US, INC.1+ years Service code 36 · EIN 98-0532401 | Copying and duplicating | $7,531 |
WALLACH & ASSOCIATES2+ years Service code 16 · EIN 22-3348744 | Consulting | $5,500 |
Form 5500 reported that benefits due were not provided when due.
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 | $150,030 | $329,111-54.4% | $108,745+38.0% | $329,111-54.4% |
| Participation rate | 96.2% | 67.9%+28.4pp | 77.7%+18.6pp | 67.9%+28.4pp |
| Annual return | 7.54% | 16.35%-8.8pp | 46.22%-38.7pp | 16.35%-8.8pp |
| Employer contribution / active EE | $7,031 | $2,303+205.2% | $3,323+111.6% | $2,303+205.2% |
| Participant deferral / active EE | $11,290 | $3,682+206.6% | $5,121+120.5% | $3,682+206.6% |
| Admin fee / account holder | $68 | $754-90.9% | $6,144-98.9% | $754-90.9% |