Filed June 14, 2006
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 13 · EIN 42-0127290 | Contract Administrator | $83,862 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS, INC. Service code 27 | Advisory (Plan) | $50,673 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $22,088 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INVESTMENT ADVISORS, INC Service code 27 · EIN 20-1113894 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,062 | $59,417+29.7% | $93,606-17.7% | $74,495+3.4% |
| Participation rate | 97.5% | 59.7%+37.9pp | 68.7%+28.8pp | 67.2%+30.3pp |
| Annual return | 10.93% | 81.83%-70.9pp | 133.20%-122.3pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,801 | $1,264+42.5% | $2,420-25.6% | $2,623-31.3% |
| Participant deferral / active EE | $4,619 | $3,050+51.5% | $4,411+4.7% | $4,346+6.3% |
| Admin fee / account holder | $347 | $3,021-88.5% | $8,285-95.8% | $1,942-82.1% |