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.6+ years Service code 27 · EIN 34-1600417 | Advisory (Plan) | $78,716 |
Filed as: PROFESSIONAL CAPITAL SERVICES, INC. Service code 12 · EIN 23-3038464 | Contract Administrator; Claims proces... | $40,149 |
MATSON MONEY INC6+ years Filed as: MATSON MONEY INC. Service code 27 · EIN 31-1334658 | Advisory (Plan) | $33,735 |
HILEMAN ASSOCIATES, INC.5 years Service code 13 · EIN 34-1373917 | Contract Administrator | $18,890 |
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 | $80,071 | $100,801-20.6% | $149,696-46.5% | $73,409+9.1% |
| Participation rate | 91.2% | 77.7%+13.5pp | 82.5%+8.8pp | 72.2%+19.1pp |
| Annual return | 5.07% | 265.34%-260.3pp | 276.60%-271.5pp | 59.29%-54.2pp |
| Employer contribution / active EE | $1,571 | $3,312-52.6% | $4,644-66.2% | $2,234-29.7% |
| Participant deferral / active EE | $2,779 | $6,404-56.6% | $6,842-59.4% | $3,805-27.0% |
| Admin fee / account holder | $418 | $181+131.0% | $9,309-95.5% | $158+164.5% |