Filed September 15, 2006 (most recent of 4 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 |
|---|---|---|
CHERRY BEKAERT LLP1 year Filed as: CHERRY, BEKAERT & HOLLAND, L.L.P. Service code 10 · EIN 56-0574444 | Accounting | $17,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,910 | $23,119+111.6% | $71,086-31.2% | $75,289-35.0% |
| Participation rate | 26.2% | 36.3%-10.1pp | 54.7%-28.4pp | 72.4%-46.2pp |
| Annual return | -4.94% | -3.32%-1.6pp | 650.59%-655.5pp | -0.04%-4.9pp |
| Employer contribution / active EE | $931 | $399+133.4% | $1,088-14.4% | $2,405-61.3% |
| Participant deferral / active EE | $1,696 | $960+76.7% | $1,874-9.5% | $3,739-54.6% |
| Admin fee / account holder | $11 | $89-87.8% | $3,082-99.6% | $102-89.4% |