Filed January 31, 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 |
|---|---|---|
TRENDZ ADVISORS, INC.1+ years Filed as: TRENDZ ADVISORS, INC Service code 26 · EIN 20-4278363 | Advisory (Participants) | $115,634 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,417 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING YOAKLEY & ASSOCIATES, P.C Service code 10 · EIN 62-1517792 | Accounting | $16,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,403 | $63,964-4.0% | $147,614-58.4% | $67,505-9.0% |
| Participation rate | 62.0% | 68.6%-6.5pp | 84.6%-22.6pp | 71.2%-9.2pp |
| Annual return | 1.23% | 9.05%-7.8pp | 61.98%-60.8pp | 6.52%-5.3pp |
| Employer contribution / active EE | $1,404 | $1,618-13.2% | $5,564-74.8% | $2,173-35.4% |
| Participant deferral / active EE | $2,292 | $2,589-11.5% | $4,895-53.2% | $3,597-36.3% |
| Admin fee / account holder | $18 | $43-57.2% | $11,611-99.8% | $56-67.4% |