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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $63,538 |
EISNERAMPER LLP3 years Filed as: EISNER AMPER LLP Service code 10 · EIN 87-1363769 | Accounting | $23,140 |
PORTFOLIO EVALUATIONS, INC.7 years Service code 27 · EIN 22-3180964 | Advisory (Plan) | $22,747 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,486 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,224 | $130,141-12.2% | $86,677+31.8% | $77,904+46.6% |
| Participation rate | 98.4% | 85.9%+12.5pp | 76.6%+21.9pp | 73.7%+24.8pp |
| Annual return | -18.76% | -12.75%-6.0pp | 35.91%-54.7pp | 12.21%-31.0pp |
| Employer contribution / active EE | $7,662 | $3,220+137.9% | $2,836+170.1% | $2,848+169.1% |
| Participant deferral / active EE | $9,124 | $5,757+58.5% | $4,656+96.0% | $4,806+89.9% |
| Admin fee / account holder | $31 | $132-76.1% | $7,493-99.6% | $133-76.3% |