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.9+ years Service code 27 · EIN 34-1600417 | Advisory (Plan) | $92,318 |
Filed as: PROFESSIONAL CAPITAL SERVICES, INC. Service code 12 · EIN 23-3038464 | Contract Administrator; Consulting (g... | $57,579 |
MATSON MONEY INC9+ years Filed as: MATSON MONEY INC. Service code 27 · EIN 31-1334658 | Advisory (Plan) | $39,565 |
HILEMAN ASSOCIATES, INC.8 years Service code 13 · EIN 34-1373917 | Contract Administrator | $22,066 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,673 | $95,274-9.0% | $135,903-36.2% | $74,419+16.5% |
| Participation rate | 94.0% | 78.2%+15.8pp | 81.9%+12.1pp | 70.7%+23.2pp |
| Annual return | 14.63% | 32.77%-18.1pp | 68.23%-53.6pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,894 | $3,874-51.1% | $4,856-61.0% | $2,637-28.2% |
| Participant deferral / active EE | $3,461 | $7,782-55.5% | $7,758-55.4% | $4,528-23.6% |
| Admin fee / account holder | $501 | $266+88.4% | $10,762-95.3% | $348+44.1% |