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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $815,430 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $616,191 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $420,899 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $83,000 |
EPSTEIN BECKER & GREEN PC4 years Filed as: EPSTEIN, BECKER GREEN Service code 29 · EIN 13-3031033 | Legal | $9,104 |
WALLACH & ASSOCIATES8+ years Service code 10 · EIN 22-3348744 | Accounting | $9,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $208,353 | $78,044+167.0% | $115,756+80.0% | $78,044+167.0% |
| Participation rate | 97.2% | 74.4%+22.8pp | 77.1%+20.1pp | 74.4%+22.8pp |
| Annual return | -15.47% | 10.87%-26.3pp | 143.14%-158.6pp | 10.87%-26.3pp |
| Employer contribution / active EE | $7,702 | $3,125+146.5% | $3,793+103.1% | $3,125+146.5% |
| Participant deferral / active EE | $13,234 | $5,084+160.3% | $6,254+111.6% | $5,084+160.3% |
| Admin fee / account holder | $136 | $79+72.1% | $8,124-98.3% | $79+72.1% |