Filed February 24, 2006 (most recent of 3 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 37 · EIN 04-2647786 | Loan Processing | $115,510 |
SAGE ADVISORY SERVICES6 years Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $58,786 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,682 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH Service code 29 · EIN 36-2152202 | Legal | $7,854 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $232,901 | $104,697+122.5% | $96,544+141.2% | $80,160+190.5% |
| Participation rate | 98.4% | 86.4%+12.0pp | 76.0%+22.4pp | 72.9%+25.5pp |
| Annual return | 13.31% | 21.78%-8.5pp | 25.84%-12.5pp | 40.38%-27.1pp |
| Employer contribution / active EE | $7,069 | $3,536+99.9% | $2,965+138.4% | $2,978+137.4% |
| Participant deferral / active EE | $11,539 | $6,188+86.5% | $4,851+137.9% | $5,017+130.0% |
| Admin fee / account holder | $147 | $107+37.8% | $8,252-98.2% | $145+1.5% |