Filed September 14, 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 15 · EIN 84-0467907 | Recordkeeping | $409,464 |
COWEN & COMPANY LLC3 years Service code 50 · EIN 84-1702964 | Direct Payment | $9,957 |
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 | $105,054 | $118,337-11.2% | $189,513-44.6% | $93,030+12.9% |
| Participation rate | 99.8% | 89.1%+10.8pp | 87.8%+12.0pp | 73.9%+25.9pp |
| Annual return | 17.12% | 21.77%-4.7pp | 555.15%-538.0pp | 158.70%-141.6pp |
| Employer contribution / active EE | $5,051 | $4,204+20.1% | $6,162-18.0% | $2,706+86.7% |
| Participant deferral / active EE | $7,162 | $7,123+0.5% | $8,221-12.9% | $4,562+57.0% |
| Admin fee / account holder | $78 | $100-21.3% | $12,045-99.3% | $152-48.3% |