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.6 years Service code 27 · EIN 22-3180964 | Advisory (Plan) | $33,783 |
EISNERAMPER LLP7+ years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $31,156 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,337 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,527 | $144,996+3.8% | $111,297+35.2% | $93,030+61.8% |
| Participation rate | 91.1% | 86.2%+4.9pp | 77.3%+13.8pp | 73.9%+17.2pp |
| Annual return | 17.20% | 18.26%-1.1pp | 54.65%-37.5pp | 158.70%-141.5pp |
| Employer contribution / active EE | $6,681 | $3,056+118.6% | $2,731+144.7% | $2,706+146.9% |
| Participant deferral / active EE | $8,158 | $5,587+46.0% | $4,487+81.8% | $4,562+78.8% |
| Admin fee / account holder | $24 | $103-76.6% | $7,964-99.7% | $152-84.0% |