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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 70 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Consulting Fees | $24,173 |
CHERRY BEKAERT LLP4 years Service code 50 · EIN 56-0574444 | Direct Payment | $8,750 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY, BEKAERT & HOLLAND, L.L.P. Service code 50 · EIN 56-0574444 | Direct Payment | $8,750 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,934 |
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).
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 | $61,686 | $26,479+133.0% | $74,701-17.4% | $77,787-20.7% |
| Participation rate | 25.6% | 37.6%-12.1pp | 54.5%-28.9pp | 73.2%-47.6pp |
| Annual return | 19.55% | 38.31%-18.8pp | 752.92%-733.4pp | 32.57%-13.0pp |
| Employer contribution / active EE | $829 | $440+88.6% | $1,084-23.5% | $2,504-66.9% |
| Participant deferral / active EE | $1,547 | $1,074+44.0% | $1,964-21.2% | $3,967-61.0% |
| Admin fee / account holder | $27 | $119-77.0% | $3,333-99.2% | $100-72.6% |