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.2+ years Service code 27 · EIN 34-1600417 | Advisory (Plan) | $68,713 |
MATSON MONEY INC2+ years Filed as: MATSON MONEY INC. Service code 27 · EIN 31-1334658 | Advisory (Plan) | $29,448 |
Filed as: PROFESSIONAL CAPITAL SERVICES, INC. Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $26,565 |
HILEMAN ASSOCIATES, INC.1 year Service code 13 · EIN 34-1373917 | Contract Administrator | $25,182 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 19 · EIN 47-0533629 | Securities Custodian | $4,963 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,036 | $80,177-3.9% | $123,892-37.8% | $57,658+33.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 10.27% | 17.90%-7.6pp | 47.52%-37.2pp | 5.13%+5.1pp |
| Employer contribution / active EE | $1,698 | $2,913-41.7% | $4,617-63.2% | $1,974-14.0% |
| Participant deferral / active EE | $2,752 | $5,130-46.3% | $5,984-54.0% | $3,061-10.1% |
| Admin fee / account holder | $451 | $106+324.4% | $8,357-94.6% | $95+377.3% |