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 | $1,506,708 |
DAVID ROMANO4 years Filed as: DAVID HILTON Service code 55 | Other Commissions | $132,328 |
SEAN MEAD4 years Filed as: SEAN MUHLSTEIN Service code 55 | Other Commissions | $37,217 |
VIOLETA MENDEZ5 years Service code 55 · EIN 54-7043076 | Other Commissions | $37,217 |
DAVID F HILTON7 years Service code 55 · EIN 55-6904030 | Other Commissions | $0 |
SEAN D MULSTEN2 years 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 | $103,141 | $83,057+24.2% | $143,757-28.3% | $89,394+15.4% |
| Participation rate | 97.4% | 74.0%+23.4pp | 80.3%+17.1pp | 71.3%+26.2pp |
| Annual return | -15.73% | -13.97%-1.8pp | -0.04%-15.7pp | -11.89%-3.8pp |
| Employer contribution / active EE | $3,000 | $2,095+43.2% | $4,951-39.4% | $3,022-0.7% |
| Participant deferral / active EE | $10,284 | $4,281+140.2% | $5,637+82.4% | $5,123+100.7% |
| Admin fee / account holder | $85 | $83+3.0% | $14,673-99.4% | $79+7.6% |