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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATION Service code 27 · EIN 22-3189064 | Advisory (Plan) | $40,000 |
EISNERAMPER LLP1+ years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $26,248 |
BALLARD SPAHR LLP1+ years Service code 29 · EIN 23-0382195 | Legal | $7,676 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$193,424 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,302 | $71,957+11.6% | $67,652+18.7% | $59,188+35.7% |
| Participation rate | 94.7% | 82.7%+12.1pp | 75.7%+19.1pp | 69.4%+25.3pp |
| Annual return | 2.31% | 8.53%-6.2pp | 6625.04%-6622.7pp | 5.51%-3.2pp |
| Employer contribution / active EE | $6,069 | $2,432+149.5% | $2,266+167.9% | $2,098+189.3% |
| Participant deferral / active EE | $6,654 | $4,211+58.0% | $3,560+86.9% | $3,265+103.8% |
| Admin fee / account holder | $26 | $64-60.1% | $4,821-99.5% | $92-72.2% |