Filed January 3, 2005
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 | $51,335 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT LL Service code 16 · EIN 26-3521867 | Consulting | $41,375 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $32,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,889 |
Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,170 | $105,190-12.4% | $98,907-6.8% | $90,288+2.1% |
| Participation rate | 99.1% | 86.4%+12.8pp | 76.0%+23.1pp | 73.4%+25.8pp |
| Annual return | 36.28% | 18.52%+17.8pp | 196.43%-160.2pp | 53.97%-17.7pp |
| Employer contribution / active EE | $5,732 | $3,831+49.6% | $2,689+113.2% | $2,524+127.1% |
| Participant deferral / active EE | $6,495 | $5,616+15.7% | $4,244+53.0% | $4,232+53.5% |
| Admin fee / account holder | $85 | $97-12.8% | $6,642-98.7% | $114-25.6% |