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.5 years Service code 27 · EIN 22-3180964 | Advisory (Plan) | $44,160 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $30,682 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$74,160 |
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 | $132,588 | $176,491-24.9% | $95,952+38.2% | $90,288+46.9% |
| Participation rate | 99.4% | 86.6%+12.8pp | 77.1%+22.3pp | 73.4%+26.0pp |
| Annual return | 23.68% | 20.14%+3.5pp | 91.61%-67.9pp | 53.97%-30.3pp |
| Employer contribution / active EE | $7,313 | $2,789+162.2% | $2,541+187.8% | $2,524+189.7% |
| Participant deferral / active EE | $8,216 | $5,340+53.9% | $4,167+97.2% | $4,232+94.1% |
| Admin fee / account holder | $0 | $154-99.8% | $6,795-100.0% | $114-99.8% |