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 | $197,857 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP 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 | $135,674 | $63,321+114.3% | $68,791+97.2% | $77,904+74.2% |
| Participation rate | 95.4% | 71.1%+24.3pp | 69.0%+26.4pp | 73.7%+21.8pp |
| Annual return | -13.16% | -6.50%-6.7pp | -6.38%-6.8pp | 12.21%-25.4pp |
| Employer contribution / active EE | $6,722 | $2,794+140.6% | $2,655+153.2% | $2,848+136.1% |
| Participant deferral / active EE | $9,723 | $4,029+141.3% | $3,941+146.7% | $4,806+102.3% |
| Admin fee / account holder | $30 | $104-71.3% | $4,932-99.4% | $133-77.4% |