Filed January 6, 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 |
|---|---|---|
ISAACKS & ASSOCIATES1 year Service code 24 · EIN 76-0624733 17142 NORTH ELDRIDGE PKWY, STE A · TOMBALL, TX 77377 | Discretionary Trustee | $32,000 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 64 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $22,647 |
DANNIBLE & MCKEE, LLP1 year Service code 10 · EIN 33-0996661 221 S WARREN STREET · SYRACUSE, NY 13202 | Accounting | $22,250 |
LPL FINANCIAL8+ years Service code 27 75 STATE STREET 24TH FLOOR · BOSTON, MA 021091827 | Advisory (Plan) | $7,743 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,973 | $130,194+16.7% | $169,993-10.6% | $71,457+112.7% |
| Participation rate | 99.2% | 86.1%+13.0pp | 87.0%+12.2pp | 67.9%+31.3pp |
| Annual return | 156.23% | 20.37%+135.9pp | 53.37%+102.9pp | 28.85%+127.4pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $423 | $966-56.2% | $12,815-96.7% | $1,587-73.4% |