Filed August 31, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 28 · EIN 33-0905143 | Investment Management | $32,530 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,019 |
WILLIAM VAUGHAN COMPANY6 years Service code 10 · EIN 34-1145015 | Accounting | $13,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $125,415 | $76,670+63.6% | $96,683+29.7% | $71,457+75.5% |
| Participation rate | 52.1% | 66.6%-14.5pp | 74.3%-22.3pp | 67.9%-15.8pp |
| Annual return | 18.11% | 48.29%-30.2pp | 35.69%-17.6pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,693 | $3,031-44.2% | $3,737-54.7% | $2,588-34.6% |
| Participant deferral / active EE | $3,966 | $3,771+5.2% | $4,878-18.7% | $4,289-7.5% |
| Admin fee / account holder | $423 | $2,028-79.1% | $6,730-93.7% | $1,587-73.3% |