Filed June 14, 2006 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 11 · EIN 34-6565596 | Actuarial | $40,000 |
CAP FINANCIAL PARTNERS, LLC1+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 20 · EIN 26-0058143 | Trustee (individual) | $22,500 |
SEI INVESTMENTS1+ years Filed as: SEI Service code 20 · EIN 23-3060382 | Trustee (individual) | $7,733 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $177,383-100.0% | $177,383-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 57.1%-57.1pp | 23.8%-23.8pp | 48.7%-48.7pp |
| Annual return | -0.38% | -2.14%+1.8pp | -0.48%+0.1pp | -2.16%+1.8pp |
| Employer contribution / active EE | $83,329 | $29,259+184.8% | $23,357+256.8% | $42,957+94.0% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,964-100.0% | $3,964-100.0% | $12,572-100.0% |