Filed February 19, 1999
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 |
|---|---|---|
LYKE FINANCIAL, INC.1+ years Service code 27 · EIN 34-1600417 | Advisory (Plan) | $86,195 |
MATSON MONEY INC1+ years Filed as: MATSON MONEY INC. Service code 27 · EIN 31-1334658 | Advisory (Plan) | $36,941 |
HILLEMAN ASSOCIATES, INC.1+ years Service code 13 · EIN 34-1373917 | Contract Administrator | $20,458 |
Filed as: PROFESSIONAL CAPITAL SERVICES, INC. Service code 12 · EIN 23-3038464 | Claims processing; Consulting (genera... | $11,103 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 19 · EIN 47-0533629 | Securities Custodian | $5,239 |
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.
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 | $72,368 | $88,324-18.1% | $115,037-37.1% | $55,191+31.1% |
| Participation rate | 99.3% | 72.5%+26.8pp | 81.4%+18.0pp | 69.2%+30.2pp |
| Annual return | -2.49% | 6.30%-8.8pp | 26.14%-28.6pp | 10.78%-13.3pp |
| Employer contribution / active EE | $1,712 | $2,805-38.9% | $4,608-62.8% | $1,899-9.8% |
| Participant deferral / active EE | $2,871 | $5,042-43.1% | $6,026-52.4% | $3,046-5.7% |
| Admin fee / account holder | $477 | $105+353.0% | $8,175-94.2% | $91+425.8% |