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.
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 13 · EIN 06-1050034 | Contract Administrator | $57,074 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,900 |
Filed as: PAGLIUCO OPALACZ & ASSOCIATES, P.C. Service code 10 · EIN 75-3079509 | Accounting | $5,000 |
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 | $62,097 | $79,519-21.9% | $95,952-35.3% | $73,409-15.4% |
| Participation rate | 97.3% | 81.2%+16.2pp | 77.1%+20.3pp | 72.2%+25.2pp |
| Annual return | 14.89% | 19.20%-4.3pp | 91.61%-76.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,107 | $2,048-45.9% | $2,541-56.4% | $2,234-50.4% |
| Participant deferral / active EE | $3,275 | $4,138-20.8% | $4,167-21.4% | $3,805-13.9% |
| Admin fee / account holder | $149 | $184-19.3% | $6,795-97.8% | $158-5.8% |