Filed August 11, 2006
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 5-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 |
|---|---|---|
LATHAM & WATKINS LLP1+ years Filed as: LATHAM & WATKINS Service code 29 · EIN 95-2018373 | Legal | $27,772 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW Service code 49 · EIN 95-2018373 | Other Services | $25,000 |
MORRIS DAVIS CHAN & TAN LLP1+ years Filed as: MORRIS DAVIS & CHAN Service code 10 · EIN 94-2214860 | Accounting | $12,136 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$26,178 |
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 | $122,384 | $72,770+68.2% | $67,652+80.9% | $55,191+121.7% |
| Participation rate | 87.8% | 78.8%+9.0pp | 75.7%+12.1pp | 69.2%+18.6pp |
| Annual return | -0.70% | -3.26%+2.6pp | 6625.04%-6625.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,936 | $1,769+65.9% | $2,266+29.6% | $1,899+54.6% |
| Participant deferral / active EE | $11,235 | $3,408+229.7% | $3,560+215.6% | $3,046+268.8% |
| Admin fee / account holder | $31 | $79-61.1% | $4,821-99.4% | $91-66.2% |