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 64 · EIN 04-2647786 | Recordkeeping Fees | $186,748 |
ERNST & YOUNG LLP1 year Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $33,000 |
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 | $164,708 | $74,462+121.2% | $81,983+100.9% | $90,288+82.4% |
| Participation rate | 92.5% | 69.7%+22.9pp | 69.2%+23.3pp | 73.4%+19.2pp |
| Annual return | 12.55% | 17.56%-5.0pp | 41.31%-28.8pp | 53.97%-41.4pp |
| Employer contribution / active EE | $3,537 | $2,334+51.5% | $2,498+41.6% | $2,524+40.1% |
| Participant deferral / active EE | $7,763 | $3,602+115.5% | $3,722+108.6% | $4,232+83.4% |
| Admin fee / account holder | $98 | $98+0.1% | $5,664-98.3% | $114-14.0% |