Filed October 12, 2007
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 |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 26 P.O. BOX 7247-6636 · PHILADELPHIA, PA 09170 | Advisory (Participants) | $23,701 |
ASCENSUS LLC3 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $12,024 |
Filed as: TRANSITION FINANCE STRATEGIES DBA Service code 13 BLUE RIDGE ESOP ASSOCIATES · CHARLOTTEVILLE, VA 22911 | Contract Administrator | $1,275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,289 | $100,923-37.3% | $150,045-57.8% | $74,304-14.8% |
| Participation rate | 91.3% | 70.1%+21.3pp | 82.3%+9.0pp | 60.3%+31.0pp |
| Annual return | 22.91% | 51.77%-28.9pp | 62.55%-39.6pp | 29.43%-6.5pp |
| Employer contribution / active EE | $658 | $3,463-81.0% | $4,693-86.0% | $2,241-70.6% |
| Participant deferral / active EE | $6,876 | $6,709+2.5% | $7,997-14.0% | $3,767+82.5% |
| Admin fee / account holder | $248 | $2,767-91.0% | $13,435-98.2% | $2,969-91.6% |