Filed March 15, 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 |
|---|---|---|
GOLDMAN SACHS3+ years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 500 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $96,734 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,867 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $2,195 |
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 | $82,812 | $45,324+82.7% | $122,332-32.3% | $69,631+18.9% |
| Participation rate | 92.5% | 59.9%+32.6pp | 71.6%+20.9pp | 70.7%+21.8pp |
| Annual return | 17.64% | 25.35%-7.7pp | 30.27%-12.6pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $955 | $1,230-22.3% | $4,050-76.4% | $2,032-53.0% |
| Participant deferral / active EE | $4,989 | $2,367+110.8% | $3,287+51.8% | $3,224+54.8% |
| Admin fee / account holder | $49 | $87-43.1% | $5,478-99.1% | $110-55.2% |