Filed May 16, 2006
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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS7+ years Service code 16 · EIN 52-1788440 | Consulting | $109,737 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $34,688 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $20,500 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 10 · EIN 82-2042737 | Accounting | $11,282 |
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $7,481 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $60 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,530 | $69,238+39.4% | $185,823-48.1% | $101,517-4.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.7%+18.3pp | 74.6%+25.4pp |
| Annual return | 14.70% | 21.26%-6.6pp | 122.05%-107.3pp | 21.00%-6.3pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $6,794 | $3,764+80.5% | $5,568+22.0% | $4,873+39.4% |
| Admin fee / account holder | $15 | $66-77.1% | $16,237-99.9% | $139-89.1% |