Filed May 25, 2005 (most recent of 3 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $839,094 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $273,784 |
MERCER3 years Service code 27 · EIN 30-0282430 | Advisory (Plan) | $131,234 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $90,000 |
ARY ROEPCKE MULCHAEY, P.C.4 years Service code 10 · EIN 52-2370901 | Accounting | $50,000 |
BAKERHOSTETLER6 years Service code 29 · EIN 34-0082025 | Legal | $35,448 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,625 | $135,240-38.9% | $169,993-51.4% | $96,393-14.3% |
| Participation rate | 98.3% | 86.5%+11.8pp | 87.0%+11.3pp | 71.3%+27.0pp |
| Annual return | 27.70% | 22.04%+5.7pp | 53.37%-25.7pp | 22.88%+4.8pp |
| Employer contribution / active EE | $3,140 | $5,029-37.6% | $6,785-53.7% | $3,238-3.0% |
| Participant deferral / active EE | $7,443 | $8,138-8.5% | $10,408-28.5% | $5,455+36.4% |
| Admin fee / account holder | $58 | $85-31.4% | $12,815-99.5% | $74-21.1% |