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 37 · EIN 04-2647786 | Loan Processing | $161,289 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $33,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,787 |
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 | $150,720 | $70,115+115.0% | $70,515+113.7% | $80,160+88.0% |
| Participation rate | 95.8% | 71.7%+24.2pp | 68.3%+27.5pp | 72.9%+22.9pp |
| Annual return | 19.49% | 134.51%-115.0pp | 32.77%-13.3pp | 40.38%-20.9pp |
| Employer contribution / active EE | $7,178 | $3,021+137.6% | $2,973+141.4% | $2,978+141.1% |
| Participant deferral / active EE | $10,578 | $4,495+135.3% | $4,567+131.6% | $5,017+110.8% |
| Admin fee / account holder | $73 | $112-34.7% | $6,412-98.9% | $145-49.5% |