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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $308,353 |
TRENDZ ADVISORS, INC.4+ years Filed as: TRENDZ ADVISORS, INC Service code 26 · EIN 20-4278363 | Advisory (Participants) | $160,625 |
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO. INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $55,000 |
PYA, P.C.1 year Filed as: PYA, P.C Service code 10 · EIN 62-1517792 | Accounting | $18,000 |
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 | $69,959 | $44,007+59.0% | $154,107-54.6% | $68,904+1.5% |
| Participation rate | 61.9% | 70.0%-8.2pp | 83.0%-21.2pp | 74.1%-12.2pp |
| Annual return | -3.70% | 8.15%-11.9pp | 735.12%-738.8pp | 1.07%-4.8pp |
| Employer contribution / active EE | $1,489 | $1,732-14.0% | $5,298-71.9% | $2,540-41.4% |
| Participant deferral / active EE | $2,589 | $2,813-7.9% | $5,081-49.0% | $4,015-35.5% |
| Admin fee / account holder | $78 | $65+19.8% | $13,411-99.4% | $71+8.8% |