Filed January 13, 2006 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,381 |
JAUFMAN & CENTOLA, P.C.1+ years Service code 10 · EIN 16-1293702 | Accounting | $5,200 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 61 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,871 | $52,884+39.7% | $84,750-12.8% | $55,167+33.9% |
| Participation rate | 48.6% | 67.5%-18.9pp | 76.6%-27.9pp | 69.0%-20.3pp |
| Annual return | 10.29% | 18.03%-7.7pp | 22.78%-12.5pp | 169.23%-158.9pp |
| Employer contribution / active EE | $425 | $2,233-81.0% | $3,574-88.1% | $1,963-78.4% |
| Participant deferral / active EE | $2,611 | $2,644-1.2% | $3,712-29.6% | $3,054-14.5% |
| Admin fee / account holder | $168 | $581-71.1% | $5,332-96.9% | $504-66.7% |