Filed March 28, 2005
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 |
|---|---|---|
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $70,421 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $54,434 |
RDG & PARTNERS CPAS, PLLC2 years Service code 10 · EIN 20-3723571 | Accounting | $8,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,985 | $85,135-66.0% | $98,907-70.7% | $73,409-60.5% |
| Participation rate | 99.3% | 81.1%+18.2pp | 76.0%+23.3pp | 72.2%+27.2pp |
| Annual return | 12.54% | 19.14%-6.6pp | 196.43%-183.9pp | 59.29%-46.8pp |
| Employer contribution / active EE | $1,651 | $2,721-39.3% | $2,689-38.6% | $2,234-26.1% |
| Participant deferral / active EE | $2,580 | $4,349-40.7% | $4,244-39.2% | $3,805-32.2% |
| Admin fee / account holder | $291 | $139+109.2% | $6,642-95.6% | $158+84.5% |