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 INC3 years Service code 28 · EIN 33-0905143 | Investment Management | $28,381 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,207 |
WILLIAM VAUGHAN COMPANY7 years Service code 10 · EIN 34-1145015 | Accounting | $14,585 |
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 | $152,646 | $80,724+89.1% | $103,333+47.7% | $74,495+104.9% |
| Participation rate | 53.8% | 65.7%-11.9pp | 74.5%-20.7pp | 67.2%-13.4pp |
| Annual return | 13.92% | 27.56%-13.6pp | 24.88%-11.0pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,162 | $3,157-31.5% | $3,868-44.1% | $2,623-17.6% |
| Participant deferral / active EE | $4,917 | $3,860+27.4% | $5,057-2.8% | $4,346+13.1% |
| Admin fee / account holder | $440 | $2,368-81.4% | $8,355-94.7% | $1,942-77.3% |