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 | $161,899 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG 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 | $149,393 | $67,598+121.0% | $75,886+96.9% | $77,787+92.1% |
| Participation rate | 93.9% | 69.6%+24.3pp | 69.3%+24.6pp | 73.2%+20.7pp |
| Annual return | 21.06% | 23.18%-2.1pp | 30.76%-9.7pp | 32.57%-11.5pp |
| Employer contribution / active EE | $6,322 | $2,430+160.2% | $2,500+152.8% | $2,504+152.4% |
| Participant deferral / active EE | $9,152 | $3,502+161.4% | $3,603+154.0% | $3,967+130.7% |
| Admin fee / account holder | $50 | $96-47.9% | $5,418-99.1% | $100-49.8% |