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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $873,303 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $553,082 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $161,263 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $101,000 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $12,500 |
WALLACH & ASSOCIATES9+ years Service code 10 · EIN 22-3348744 | Accounting | $9,500 |
EPSTEIN BECKER & GREEN PC5 years Filed as: EPSTEIN, BECKER GREEN Service code 29 · EIN 13-3031033 | Legal | $8,772 |
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 | $230,453 | $103,482+122.7% | $130,231+77.0% | $103,482+122.7% |
| Participation rate | 97.0% | 73.3%+23.8pp | 76.3%+20.8pp | 73.3%+23.8pp |
| Annual return | 16.09% | 33.11%-17.0pp | 38.77%-22.7pp | 33.11%-17.0pp |
| Employer contribution / active EE | $8,187 | $3,208+155.2% | $4,126+98.4% | $3,208+155.2% |
| Participant deferral / active EE | $13,462 | $5,207+158.5% | $6,799+98.0% | $5,207+158.5% |
| Admin fee / account holder | $121 | $114+5.8% | $6,020-98.0% | $114+5.8% |