Filed September 21, 2006 (most recent of 4 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $255,475 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $81,860 |
EISNERAMPER LLP5 years Filed as: EISNER AMPER LLP Service code 10 · EIN 87-1363769 | Accounting | $47,750 |
PORTFOLIO EVALUATIONS, INC.9 years Service code 27 · EIN 22-3180964 | Advisory (Plan) | $11,950 |
BALLARD SPAHR LLP10+ years Service code 29 · EIN 23-0382195 | Legal | $7,498 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $153,180 | $110,299+38.9% | $102,423+49.6% | $199,593-23.3% |
| Participation rate | 91.3% | 86.3%+5.0pp | 76.5%+14.8pp | 72.0%+19.3pp |
| Annual return | 18.01% | 35.73%-17.7pp | 29.32%-11.3pp | 34.25%-16.2pp |
| Employer contribution / active EE | $8,084 | $3,603+124.4% | $3,023+167.4% | $3,034+166.4% |
| Participant deferral / active EE | $9,403 | $6,376+47.5% | $5,053+86.1% | $5,087+84.8% |
| Admin fee / account holder | $74 | $122-39.4% | $9,451-99.2% | $269-72.4% |