Filed March 10, 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 | $246,157 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $185,578 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATIONS Service code 17 · EIN 22-3189064 | Pension Consulting | $32,500 |
WILLIS TOWERS WATSON US LLC2 years Filed as: SCHWABE, WILLIAMSON & WYATT, P.C. Service code 29 · EIN 93-1130272 | Legal | $26,561 |
HUGHES PITTMAN & GUPTON, LLP4+ years Service code 10 · EIN 56-1415202 | Accounting | $17,100 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL COMPASS FINANCIAL PA Service code 17 · EIN 95-2834236 | Pension Consulting | $16,911 |
Filed as: BANCO POPULAR TRUST DIVISION Service code 25 · EIN 93-0177019 | Directed Trustee | $14,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,555 | $38,510-12.9% | $74,550-55.0% | $73,367-54.3% |
| Participation rate | 26.3% | 53.5%-27.2pp | 69.1%-42.8pp | 69.5%-43.2pp |
| Annual return | -4.51% | -0.94%-3.6pp | 32.53%-37.0pp | 173.45%-178.0pp |
| Employer contribution / active EE | $216 | $774-72.0% | $1,961-89.0% | $2,499-91.3% |
| Participant deferral / active EE | $645 | $1,421-54.6% | $3,108-79.2% | $4,033-84.0% |
| Admin fee / account holder | $24 | $52-54.1% | $5,060-99.5% | $68-65.1% |