Filed April 26, 2006 (most recent of 4 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 | $453,773 |
LCG ASSOCIATES, INC.1 year Service code 16 · EIN 75-1680350 | Consulting | $25,000 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $24,500 |
Service code 10 · EIN 74-1695589 | Accounting | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,404 | $52,660-29.0% | $86,612-56.8% | $80,160-53.3% |
| Participation rate | 91.5% | 62.4%+29.0pp | 71.7%+19.8pp | 72.9%+18.5pp |
| Annual return | 19.09% | 24.87%-5.8pp | 591.07%-572.0pp | 40.38%-21.3pp |
| Employer contribution / active EE | $1,678 | $2,140-21.6% | $3,022-44.5% | $2,978-43.6% |
| Participant deferral / active EE | $5,250 | $3,215+63.3% | $4,438+18.3% | $5,017+4.6% |
| Admin fee / account holder | $80 | $113-29.4% | $5,614-98.6% | $145-45.1% |