Filed December 5, 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 37 · EIN 04-2647786 | Loan Processing | $1,117,794 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $805,841 |
Filed as: TRANSAMERICA Service code 15 · EIN 42-1484983 | Recordkeeping | $49,332 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $0 | $53,684-100.0% | $170,442-100.0% | $80,976-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 83.6%-83.6pp | 68.3%-68.3pp |
| Annual return | 18.91% | 25.97%-7.1pp | 205.93%-187.0pp | 22.91%-4.0pp |
| Employer contribution / active EE | $583 | $1,642-64.5% | $5,433-89.3% | $2,402-75.7% |
| Participant deferral / active EE | $2,627 | $3,017-12.9% | $4,939-46.8% | $3,848-31.7% |
| Admin fee / account holder | $0 | $46-100.0% | $13,880-100.0% | $67-100.0% |