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 |
|---|---|---|
EISNERAMPER LLP4 years Filed as: EISNER AMPER LLP Service code 10 · EIN 87-1363769 | Accounting | $35,595 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,972 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,807 |
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 | $134,136 | $104,697+28.1% | $96,544+38.9% | $80,160+67.3% |
| Participation rate | 98.4% | 86.4%+12.0pp | 76.0%+22.4pp | 72.9%+25.4pp |
| Annual return | 22.82% | 21.78%+1.0pp | 25.84%-3.0pp | 40.38%-17.6pp |
| Employer contribution / active EE | $8,557 | $3,536+142.0% | $2,965+188.6% | $2,978+187.4% |
| Participant deferral / active EE | $9,747 | $6,188+57.5% | $4,851+100.9% | $5,017+94.3% |
| Admin fee / account holder | $50 | $107-53.4% | $8,252-99.4% | $145-65.7% |