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.3 years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $42,240 |
EISNERAMPER LLP4+ years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $38,488 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$82,468 |
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 | $91,275 | $78,852+15.8% | $76,768+18.9% | $75,289+21.2% |
| Participation rate | 88.5% | 85.0%+3.5pp | 77.0%+11.5pp | 72.4%+16.0pp |
| Annual return | -4.21% | -1.29%-2.9pp | 2.43%-6.6pp | -0.04%-4.2pp |
| Employer contribution / active EE | $6,086 | $2,794+117.8% | $2,485+144.9% | $2,405+153.1% |
| Participant deferral / active EE | $6,709 | $4,800+39.8% | $3,852+74.2% | $3,739+79.4% |
| Admin fee / account holder | $21 | $79-72.9% | $6,675-99.7% | $102-79.1% |