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.2 years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $41,412 |
EISNERAMPER LLP3+ years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $24,092 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$240,496 |
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.
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 | $101,742 | $88,730+14.7% | $82,313+23.6% | $77,958+30.5% |
| Participation rate | 94.3% | 84.5%+9.7pp | 76.9%+17.4pp | 71.6%+22.6pp |
| Annual return | 24.14% | 20.88%+3.3pp | 25.88%-1.7pp | 20.87%+3.3pp |
| Employer contribution / active EE | $6,277 | $2,758+127.6% | $2,428+158.5% | $2,310+171.7% |
| Participant deferral / active EE | $6,931 | $4,634+49.5% | $3,706+87.0% | $3,537+96.0% |
| Admin fee / account holder | $21 | $74-71.2% | $5,608-99.6% | $97-78.1% |