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.5+ years Service code 27 · EIN 34-1600417 | Advisory (Plan) | $80,001 |
Filed as: PROFESSIONAL CAPITAL SERVICES, INC. Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $42,417 |
MATSON MONEY INC5+ years Filed as: MATSON MONEY INC. Service code 27 · EIN 31-1334658 | Advisory (Plan) | $34,286 |
HILEMAN ASSOCIATES, INC.4 years Service code 13 · EIN 34-1373917 | Contract Administrator | $19,049 |
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 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 | $79,643 | $88,122-9.6% | $141,162-43.6% | $67,579+17.9% |
| Participation rate | 85.4% | 76.5%+9.0pp | 82.5%+3.0pp | 71.3%+14.2pp |
| Annual return | 15.59% | 75.40%-59.8pp | 71.39%-55.8pp | 378.56%-363.0pp |
| Employer contribution / active EE | $1,482 | $3,224-54.0% | $4,735-68.7% | $2,148-31.0% |
| Participant deferral / active EE | $2,568 | $5,958-56.9% | $6,709-61.7% | $3,539-27.5% |
| Admin fee / account holder | $453 | $131+246.1% | $10,261-95.6% | $142+218.3% |