Filed February 15, 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 |
|---|---|---|
Service code 15 · EIN 25-1900215 | Recordkeeping | $173,519 |
Filed as: RETIREMENT PLAYBOOK INC. Service code 16 · EIN 45-1505927 | Consulting | $40,855 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $19,469 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $285,732 | $89,652+218.7% | $141,162+102.4% | $65,185+338.3% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.5%+12.5pp | 70.2%+24.7pp |
| Annual return | 16.54% | 32.79%-16.3pp | 71.39%-54.9pp | 29.38%-12.8pp |
| Employer contribution / active EE | $9,710 | $3,065+216.8% | $4,735+105.1% | $2,177+346.1% |
| Participant deferral / active EE | $9,083 | $5,691+59.6% | $6,709+35.4% | $3,514+158.5% |
| Admin fee / account holder | $881 | $569+55.0% | $10,261-91.4% | $847+4.0% |