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 | $252,821 |
TRENDZ ADVISORS, INC.7 years Service code 26 · EIN 20-4278363 | Advisory (Participants) | $160,479 |
OPPENHEIMER9+ years Filed as: OPPENHEIMER & CO. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $55,000 |
PYA, P.C.6 years Filed as: PYA, P.C Service code 10 · EIN 62-1517792 | Accounting | $20,374 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,694 | $59,339+71.4% | $149,673-32.1% | $103,482-1.7% |
| Participation rate | 58.1% | 70.2%-12.1pp | 78.8%-20.6pp | 73.3%-15.1pp |
| Annual return | 19.96% | 77.78%-57.8pp | 134.42%-114.5pp | 33.11%-13.2pp |
| Employer contribution / active EE | $1,783 | $2,178-18.1% | $4,818-63.0% | $3,208-44.4% |
| Participant deferral / active EE | $3,462 | $3,716-6.8% | $5,680-39.0% | $5,207-33.5% |
| Admin fee / account holder | $64 | $103-38.2% | $13,210-99.5% | $114-44.2% |