Filed October 18, 2004
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 |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.10+ years Filed as: RTD FINANCIAL ADVISORS Service code 27 · EIN 22-2446145 | Advisory (Plan) | $68,477 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $46,521 |
THE MANDMARBLESTONE GROUP LLC10+ years Service code 16 · EIN 20-4780677 | Consulting | $11,055 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,451 | $49,915+105.3% | $154,803-33.8% | $74,304+37.9% |
| Participation rate | 95.6% | 54.0%+41.7pp | 78.1%+17.6pp | 60.3%+35.3pp |
| Annual return | 8.22% | 34.06%-25.8pp | 58.88%-50.7pp | 29.43%-21.2pp |
| Employer contribution / active EE | $2,095 | $1,611+30.0% | $4,305-51.3% | $2,241-6.5% |
| Participant deferral / active EE | $1,944 | $2,255-13.8% | $5,540-64.9% | $3,767-48.4% |
| Admin fee / account holder | $569 | $2,189-74.0% | $14,329-96.0% | $2,969-80.8% |