Filed February 27, 1997
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 |
|---|---|---|
BENEFIT CONSULTANTS GROUP4 years Service code 15 · EIN 23-2383285 | Recordkeeping | $25,750 |
DR ADVISORY SERVICES4 years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $13,883 |
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,745 | $69,362-12.4% | $101,248-40.0% | $73,488-17.3% |
| Participation rate | 43.8% | 68.4%-24.6pp | 75.8%-32.1pp | 70.7%-26.9pp |
| Annual return | 16.99% | 18.46%-1.5pp | 46.47%-29.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $957 | $2,628-63.6% | $3,660-73.8% | $2,270-57.8% |
| Participant deferral / active EE | $2,926 | $3,300-11.3% | $4,370-33.0% | $3,740-21.8% |
| Admin fee / account holder | $436 | $704-38.1% | $5,945-92.7% | $513-15.1% |