Filed September 15, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $232,325 |
MCDERMOTT WILL & EMERY LLP2+ years Service code 29 · EIN 36-1453176 | Legal | $130,880 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES Service code 16 · EIN 74-2794194 | Consulting | $104,584 |
Filed as: ADAMS DIRECT & MEDIA SERVICES Service code 36 · EIN 22-1894255 | Copying and duplicating | $33,120 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $7,745 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$298,135 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $60,806 | $49,270+23.4% | $156,549-61.2% | $329,111-81.5% |
| Participation rate | 82.4% | 68.1%+14.3pp | 84.0%-1.6pp | 67.9%+14.5pp |
| Annual return | 6.97% | 23.25%-16.3pp | 32.23%-25.3pp | 16.35%-9.4pp |
| Employer contribution / active EE | $2,925 | $1,534+90.7% | $5,501-46.8% | $2,303+27.0% |
| Participant deferral / active EE | $3,974 | $2,920+36.1% | $4,871-18.4% | $3,682+7.9% |
| Admin fee / account holder | $38 | $51-24.1% | $13,027-99.7% | $754-94.9% |