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.8+ years Service code 27 · EIN 34-1600417 | Advisory (Plan) | $94,203 |
Filed as: PROFESSIONAL CAPITAL SERVICES, INC. Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $53,928 |
MATSON MONEY INC8+ years Filed as: MATSON MONEY INC. Service code 27 · EIN 31-1334658 | Advisory (Plan) | $40,373 |
HILEMAN ASSOCIATES, INC.7 years Service code 13 · EIN 34-1373917 | Contract Administrator | $22,527 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,979 | $82,202-2.7% | $125,339-36.2% | $64,808+23.4% |
| Participation rate | 87.4% | 77.9%+9.6pp | 82.4%+5.1pp | 71.5%+16.0pp |
| Annual return | -7.87% | 3.48%-11.4pp | 572.05%-579.9pp | 32.82%-40.7pp |
| Employer contribution / active EE | $1,828 | $3,615-49.4% | $4,814-62.0% | $2,506-27.0% |
| Participant deferral / active EE | $3,290 | $7,175-54.1% | $7,446-55.8% | $4,310-23.7% |
| Admin fee / account holder | $497 | $163+204.6% | $10,010-95.0% | $188+164.8% |