Filed June 14, 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 37 · EIN 04-2647786 | Loan Processing | $40,184 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 16 · EIN 34-6565596 | Consulting | $27,097 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,047 | $65,292-57.0% | $109,313-74.3% | $65,292-57.0% |
| Participation rate | 49.9% | 72.4%-22.6pp | 71.3%-21.4pp | 72.4%-22.6pp |
| Annual return | 7.72% | 11.84%-4.1pp | 22.07%-14.3pp | 11.84%-4.1pp |
| Employer contribution / active EE | $279 | $2,302-87.9% | $3,892-92.8% | $2,302-87.9% |
| Participant deferral / active EE | $1,168 | $3,579-67.4% | $3,166-63.1% | $3,579-67.4% |
| Admin fee / account holder | $14 | $57-76.0% | $5,666-99.8% | $57-76.0% |