Filed September 19, 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 27 · EIN 61-1758632 | Advisory (Plan) | $61,379 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $10,000 |
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,689 |
Service code 60 | Sub-TA Fees | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 61 75 STATE STREET 22ND FLOOR · BOSTON, MA 02109 | Finders' fees / placement fees | $0 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $55,712 | $95,193-41.5% | $76,523-27.2% | $135,375-58.8% |
| Participation rate | 0.0% | 74.4%-74.4pp | 68.0%-68.0pp | 82.6%-82.6pp |
| Annual return | -4.32% | 4.85%-9.2pp | -0.27%-4.0pp | 519.73%-524.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $47 | $6,249-99.3% | $4,848-99.0% | $10,827-99.6% |