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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $539,035 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING. Service code 11 · EIN 36-2235791 | Actuarial | $225,100 |
KPMG LLP5+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $86,890 |
Filed as: EPSTEIN, BECKER GREEN Service code 29 · EIN 13-3031033 | Legal | $64,025 |
WALLACH & ASSOCIATES5+ years Service code 29 · EIN 22-3348744 | Legal | $6,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$96,209 |
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 | $202,016 | $82,204+145.8% | $392,568-48.5% | $82,204+145.8% |
| Participation rate | 98.2% | 73.4%+24.8pp | 78.1%+20.1pp | 73.4%+24.8pp |
| Annual return | 21.79% | 26.31%-4.5pp | 24.42%-2.6pp | 26.31%-4.5pp |
| Employer contribution / active EE | $8,225 | $2,707+203.8% | $3,783+117.4% | $2,707+203.8% |
| Participant deferral / active EE | $12,840 | $4,246+202.4% | $5,985+114.5% | $4,246+202.4% |
| Admin fee / account holder | $82 | $76+8.5% | $6,260-98.7% | $76+8.5% |