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 | $1,560,096 |
DAVID ROMANO5 years Filed as: DAVID HILTON Service code 55 | Other Commissions | $128,835 |
SEAN MEAD5 years Filed as: SEAN MUHLSTEIN Service code 55 | Other Commissions | $36,235 |
VIOLETA MENDEZ6 years Service code 55 · EIN 54-7043076 | Other Commissions | $36,235 |
DAVID F HILTON8 years Service code 55 · EIN 55-6904030 | Other Commissions | $0 |
SEAN D MULSTEN3 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 | $119,318 | $68,330+74.6% | $149,673-20.3% | $96,393+23.8% |
| Participation rate | 98.5% | 74.6%+23.9pp | 78.8%+19.7pp | 71.3%+27.2pp |
| Annual return | 19.39% | 29.64%-10.2pp | 134.42%-115.0pp | 22.88%-3.5pp |
| Employer contribution / active EE | $2,909 | $2,139+36.0% | $4,818-39.6% | $3,238-10.2% |
| Participant deferral / active EE | $10,211 | $4,422+130.9% | $5,680+79.8% | $5,455+87.2% |
| Admin fee / account holder | $80 | $52+53.1% | $13,210-99.4% | $74+7.7% |