Filed April 26, 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $376,881 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $40,968 |
Filed as: THE MONROE VOS CONSULTING GROUP, IN Service code 70 · EIN 76-0451829 | Consulting Fees | $9,212 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,742 | $69,651-28.6% | $94,224-47.2% | $69,651-28.6% |
| Participation rate | 86.8% | 66.6%+20.2pp | 78.8%+8.0pp | 66.6%+20.2pp |
| Annual return | 5.93% | 53.77%-47.8pp | 10.68%-4.8pp | 53.77%-47.8pp |
| Employer contribution / active EE | $2,755 | $2,241+23.0% | $3,587-23.2% | $2,241+23.0% |
| Participant deferral / active EE | $2,417 | $3,635-33.5% | $4,320-44.1% | $3,635-33.5% |
| Admin fee / account holder | $39 | $63-38.5% | $6,269-99.4% | $63-38.5% |