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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $452,167 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $185,287 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $83,640 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $72,937 |
HH ASSOCIATES US, INC.3+ years Service code 38 · EIN 98-0532401 | Participant Communication | $18,319 |
WALLACH & ASSOCIATES4+ 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 | $165,860 | $93,094+78.2% | $106,387+55.9% | $68,904+140.7% |
| Participation rate | 97.1% | 83.9%+13.2pp | 77.5%+19.6pp | 74.1%+23.0pp |
| Annual return | -3.64% | -2.12%-1.5pp | 0.25%-3.9pp | 1.07%-4.7pp |
| Employer contribution / active EE | $7,703 | $3,237+137.9% | $3,520+118.8% | $2,540+203.2% |
| Participant deferral / active EE | $12,142 | $5,445+123.0% | $5,421+124.0% | $4,015+202.4% |
| Admin fee / account holder | $72 | $85-15.6% | $7,510-99.0% | $71+0.8% |