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 | $329,734 |
TRENDZ ADVISORS, INC.3 years Service code 26 · EIN 20-4278363 | Advisory (Participants) | $154,321 |
OPPENHEIMER5+ years Filed as: OPPENHEIMER & CO. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $55,000 |
PYA, P.C.2 years Filed as: PYA, P.C Service code 10 · EIN 62-1517792 | Accounting | $18,500 |
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 | $86,900 | $53,565+62.2% | $172,739-49.7% | $82,204+5.7% |
| Participation rate | 53.4% | 69.6%-16.2pp | 82.6%-29.2pp | 73.4%-20.0pp |
| Annual return | 22.45% | 31.42%-9.0pp | 802.84%-780.4pp | 26.31%-3.9pp |
| Employer contribution / active EE | $1,357 | $1,857-26.9% | $5,143-73.6% | $2,707-49.9% |
| Participant deferral / active EE | $2,390 | $3,006-20.5% | $5,198-54.0% | $4,246-43.7% |
| Admin fee / account holder | $81 | $61+31.6% | $13,954-99.4% | $76+6.9% |