Filed November 1, 2005 (most recent of 2 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 9-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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $214,917 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING LLP Service code 17 PO BOX 7247-6447 · PHILADELPHIA, PA 191706447 | Pension Consulting | $22,217 |
HUNGERFORD NICHOLS1+ years Filed as: HUNGERFORD NICHOLAS Service code 10 · EIN 38-2184825 | Accounting | $13,700 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $13,264 |
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).
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 | $24,640 | $37,039-33.5% | $147,614-83.3% | $59,188-58.4% |
| Participation rate | 85.8% | 63.8%+22.1pp | 84.6%+1.2pp | 69.4%+16.4pp |
| Annual return | -0.79% | 7.19%-8.0pp | 61.98%-62.8pp | 5.51%-6.3pp |
| Employer contribution / active EE | $1,220 | $1,353-9.8% | $5,564-78.1% | $2,098-41.8% |
| Participant deferral / active EE | $2,451 | $2,094+17.0% | $4,895-49.9% | $3,265-24.9% |
| Admin fee / account holder | $30 | $60-50.5% | $11,611-99.7% | $92-67.7% |