Filed November 12, 2008
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 |
|---|---|---|
BHK INVESTMENT ADVISORS, LLC3 years Service code 27 · EIN 20-2460078 2200 LAKESHORE DR, STE 250 · BIRMINGHAM, AL 35209 | Advisory (Plan) | $8,290 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,197 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,294 | $50,175-43.6% | $99,443-71.5% | $65,185-56.6% |
| Participation rate | 85.4% | 68.4%+17.0pp | 73.8%+11.6pp | 70.2%+15.2pp |
| Annual return | 20.85% | 25.36%-4.5pp | 30.72%-9.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $141 | $1,496-90.6% | $2,540-94.4% | $2,177-93.5% |
| Participant deferral / active EE | $3,437 | $2,748+25.1% | $3,619-5.0% | $3,514-2.2% |
| Admin fee / account holder | $132 | $398-66.7% | $6,250-97.9% | $847-84.4% |