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 LLP2+ years Filed as: LATHAM & WATKINS Service code 29 · EIN 95-2018373 | Legal | $44,787 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW Service code 99 · EIN 33-0818667 | Other Fees | $25,000 |
Filed as: MORRIS, DAVIS & CHAN Service code 10 · EIN 94-2214860 | Accounting | $12,228 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,901 |
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 | $133,867 | $63,905+109.5% | $74,183+80.5% | $57,658+132.2% |
| Participation rate | 89.9% | 79.8%+10.1pp | 76.6%+13.3pp | 70.2%+19.7pp |
| Annual return | 8.39% | 60.60%-52.2pp | 17.74%-9.3pp | 5.13%+3.3pp |
| Employer contribution / active EE | $3,484 | $1,840+89.3% | $2,370+47.0% | $1,974+76.5% |
| Participant deferral / active EE | $13,979 | $3,448+305.4% | $3,550+293.8% | $3,061+356.7% |
| Admin fee / account holder | $57 | $91-37.2% | $5,586-99.0% | $95-39.5% |