Filed July 16, 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 60 · EIN 04-2647786 | Sub-TA Fees | $10,221 |
Filed as: PILLSBURY WINTHROP SHAW LLP Service code 99 · EIN 94-1311126 | Other Fees | $6,406 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $5,301 | $85,635-93.8% | $123,892-95.7% | $63,975-91.7% |
| Participation rate | 95.7% | 74.9%+20.7pp | 81.4%+14.3pp | 71.1%+24.5pp |
| Annual return | 9.68% | 15.74%-6.1pp | 47.52%-37.8pp | 48.65%-39.0pp |
| Employer contribution / active EE | $1,923 | $3,076-37.5% | $4,617-58.3% | $2,182-11.8% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $11 | $75-84.8% | $8,357-99.9% | $70-83.9% |