Filed February 27, 2006 (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 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 60 · EIN 04-2647786 | Sub-TA Fees | $169,758 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG U.S. LLP Service code 16 · EIN 34-6565596 | Consulting | $33,000 |
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 | $124,723 | $57,606+116.5% | $67,313+85.3% | $75,289+65.7% |
| Participation rate | 93.5% | 68.2%+25.2pp | 69.1%+24.4pp | 72.4%+21.0pp |
| Annual return | -3.95% | -0.47%-3.5pp | -4.08%+0.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $5,759 | $2,206+161.0% | $2,566+124.5% | $2,405+139.5% |
| Participant deferral / active EE | $8,139 | $3,195+154.8% | $3,568+128.1% | $3,739+117.7% |
| Admin fee / account holder | $66 | $83-20.1% | $4,507-98.5% | $102-35.4% |