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 |
|---|---|---|
Service code 27 · EIN 22-3189064 | Advisory (Plan) | $40,600 |
EISNERAMPER LLP2+ years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $27,300 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$187,498 |
Form 5500 reported that benefits due were not provided when due.
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 | $87,787 | $80,211+9.4% | $74,183+18.3% | $63,975+37.2% |
| Participation rate | 93.6% | 84.2%+9.4pp | 76.6%+17.0pp | 71.1%+22.4pp |
| Annual return | 8.34% | 14.13%-5.8pp | 17.74%-9.4pp | 48.65%-40.3pp |
| Employer contribution / active EE | $6,184 | $2,553+142.2% | $2,370+160.9% | $2,182+183.5% |
| Participant deferral / active EE | $6,646 | $4,370+52.1% | $3,550+87.2% | $3,356+98.0% |
| Admin fee / account holder | $24 | $67-64.7% | $5,586-99.6% | $70-66.3% |