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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $660,089 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 11 · EIN 36-2235791 | Actuarial | $523,650 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $226,020 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $90,000 |
Filed as: EPSTEIN, BECKER & GREEN, P.C. Service code 29 · EIN 13-3031033 | Legal | $26,780 |
WALLACH & ASSOCIATES6+ years Service code 29 · EIN 22-3348744 | Legal | $6,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,631 | $114,568+109.2% | $379,746-36.9% | $93,223+157.1% |
| Participation rate | 97.6% | 89.4%+8.2pp | 78.4%+19.2pp | 74.9%+22.7pp |
| Annual return | 18.12% | 16.38%+1.7pp | 34.90%-16.8pp | 19.29%-1.2pp |
| Employer contribution / active EE | $7,947 | $3,213+147.4% | $3,540+124.5% | $2,680+196.6% |
| Participant deferral / active EE | $12,062 | $6,118+97.1% | $6,024+100.2% | $4,563+164.3% |
| Admin fee / account holder | $119 | $72+63.8% | $7,927-98.5% | $79+49.7% |