Filed January 12, 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 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 |
|---|---|---|
BCG SECURITIES1 year Service code 27 · EIN 23-1664237 | Advisory (Plan) | $32,532 |
BENEFIT CONSULTANTS GROUP6 years Service code 13 · EIN 23-2383285 | Contract Administrator | $12,783 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,796 | $46,674-1.9% | $117,472-61.0% | $68,494-33.1% |
| Participation rate | 88.2% | 56.8%+31.5pp | 70.6%+17.6pp | 67.9%+20.3pp |
| Annual return | -16.85% | -14.52%-2.3pp | 29.74%-46.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,125 | $1,505+107.7% | $4,176-25.2% | $2,596+20.4% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $331 | $4,020-91.8% | $5,645-94.1% | $5,403-93.9% |