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.10+ years Service code 27 · EIN 34-1600417 | Advisory (Plan) | $75,623 |
PROFESSIONAL CAPITAL SERVICES, LLC10+ years Filed as: PROFESSIONAL CAPITAL SERVICES, INC. Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $48,233 |
MATSON MONEY INC10+ years Filed as: MATSON MONEY INC. Service code 27 · EIN 31-1334658 | Advisory (Plan) | $32,410 |
HILEMAN ASSOCIATES, INC.9 years Service code 13 · EIN 34-1373917 | Contract Administrator | $18,112 |
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 | $88,516 | $106,028-16.5% | $146,958-39.8% | $77,643+14.0% |
| Participation rate | 92.6% | 78.4%+14.2pp | 82.2%+10.4pp | 70.6%+22.0pp |
| Annual return | 9.15% | 56.73%-47.6pp | 418.34%-409.2pp | 31.24%-22.1pp |
| Employer contribution / active EE | $2,083 | $4,063-48.7% | $4,933-57.8% | $2,726-23.6% |
| Participant deferral / active EE | $3,814 | $7,990-52.3% | $8,070-52.7% | $4,647-17.9% |
| Admin fee / account holder | $408 | $337+21.0% | $12,998-96.9% | $430-5.1% |