Filed July 18, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,312,794 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 · EIN 13-3575636 | Advisory (Plan) | $137,936 |
Filed as: EVERSHEDS SUTHERLAND LLP Service code 29 · EIN 58-0619407 | Legal | $91,403 |
KPMG LLP8 years Service code 10 · EIN 13-5565207 | Accounting | $76,000 |
GALLAGHER FIDUCIARY ADVISORS, LLC11+ years Service code 16 · EIN 36-4291971 | Consulting | $60,000 |
Service code 15 · EIN 04-2647786 | Recordkeeping | -$100,589 |
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 | $93,915 | $140,769-33.3% | $167,512-43.9% | $140,769-33.3% |
| Participation rate | 91.7% | 74.2%+17.6pp | 77.1%+14.6pp | 74.2%+17.6pp |
| Annual return | 18.39% | 16.82%+1.6pp | 1615.79%-1597.4pp | 16.82%+1.6pp |
| Employer contribution / active EE | $2,821 | $3,906-27.8% | $3,882-27.3% | $3,906-27.8% |
| Participant deferral / active EE | $7,952 | $6,717+18.4% | $6,405+24.2% | $6,717+18.4% |
| Admin fee / account holder | $48 | $229-79.3% | $9,769-99.5% | $229-79.3% |