Filed April 10, 2006
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,605 |
Service code 10 · EIN 13-4008324 | Accounting | $56,000 |
KAYE SCHOLER LLP2+ years Service code 29 · EIN 13-1672623 | Legal | $41,882 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES Service code 27 · EIN 06-1685865 | Advisory (Plan) | $40,000 |
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 | $98,117 | $80,354+22.1% | $133,980-26.8% | $63,975+53.4% |
| Participation rate | 82.7% | 87.5%-4.8pp | 87.1%-4.3pp | 71.1%+11.6pp |
| Annual return | 8.27% | 13.11%-4.8pp | 29.30%-21.0pp | 48.65%-40.4pp |
| Employer contribution / active EE | $5,054 | $3,503+44.3% | $5,211-3.0% | $2,182+131.7% |
| Participant deferral / active EE | $10,744 | $5,239+105.1% | $6,282+71.0% | $3,356+220.1% |
| Admin fee / account holder | $86 | $69+24.1% | $9,324-99.1% | $70+22.1% |