Filed June 14, 2006 (most recent of 4 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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,577,514 |
DAVID ROMANO3 years Filed as: DAVID HILTON Service code 55 | Other Commissions | $122,152 |
SEAN MEAD3 years Filed as: SEAN MUHLSTEIN Service code 55 | Other Commissions | $34,355 |
VIOLETA MENDEZ4 years Service code 55 · EIN 54-7043076 | Other Commissions | $34,355 |
DAVID F HILTON6 years Service code 55 · EIN 55-6904030 | Other Commissions | $0 |
SEAN D MULSTEN1 year Service code 55 · EIN 57-1777603 | Other Commissions | $0 |
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 | $134,240 | $68,062+97.2% | $185,823-27.8% | $106,520+26.0% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.7%+17.1pp | 71.3%+27.5pp |
| Annual return | 15.45% | 18.20%-2.7pp | 122.05%-106.6pp | 19.28%-3.8pp |
| Employer contribution / active EE | $2,744 | $1,997+37.4% | $5,167-46.9% | $2,840-3.4% |
| Participant deferral / active EE | $9,621 | $3,990+141.1% | $5,568+72.8% | $4,948+94.5% |
| Admin fee / account holder | $98 | $53+85.3% | $16,237-99.4% | $75+31.2% |