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 | $186,881 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $33,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $179,340 | $78,339+128.9% | $85,682+109.3% | $93,030+92.8% |
| Participation rate | 95.2% | 72.5%+22.7pp | 69.9%+25.3pp | 73.9%+21.3pp |
| Annual return | 15.16% | 21.17%-6.0pp | 21.49%-6.3pp | 158.70%-143.5pp |
| Employer contribution / active EE | $6,406 | $2,560+150.2% | $2,618+144.6% | $2,706+136.7% |
| Participant deferral / active EE | $9,435 | $3,882+143.1% | $3,923+140.5% | $4,562+106.8% |
| Admin fee / account holder | $112 | $104+7.8% | $6,873-98.4% | $152-26.2% |