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.4 years Service code 27 · EIN 22-3180964 | Advisory (Plan) | $53,908 |
EISNERAMPER LLP5+ years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $38,281 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$80,861 |
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 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 | $111,392 | $105,247+5.8% | $87,100+27.9% | $77,787+43.2% |
| Participation rate | 98.1% | 85.8%+12.3pp | 76.9%+21.3pp | 73.2%+24.9pp |
| Annual return | 27.97% | 24.52%+3.5pp | 28.19%-0.2pp | 32.57%-4.6pp |
| Employer contribution / active EE | $6,803 | $2,895+135.0% | $2,521+169.8% | $2,504+171.6% |
| Participant deferral / active EE | $7,612 | $5,060+50.4% | $4,049+88.0% | $3,967+91.9% |
| Admin fee / account holder | $9 | $104-91.2% | $7,497-99.9% | $100-90.8% |