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 INC4 years Service code 28 · EIN 33-0905143 | Investment Management | $44,883 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,952 |
WILLIAM VAUGHAN COMPANY8 years Service code 10 · EIN 34-1145015 | Accounting | $15,000 |
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 | $182,660 | $95,880+90.5% | $107,525+69.9% | $85,563+113.5% |
| Participation rate | 45.1% | 70.1%-25.0pp | 75.1%-29.9pp | 66.0%-20.8pp |
| Annual return | 14.42% | 68.06%-53.6pp | 181.32%-166.9pp | 31.51%-17.1pp |
| Employer contribution / active EE | $1,935 | $3,812-49.2% | $3,754-48.5% | $2,654-27.1% |
| Participant deferral / active EE | $4,444 | $4,201+5.8% | $5,116-13.1% | $4,375+1.6% |
| Admin fee / account holder | $611 | $1,025-40.4% | $8,919-93.1% | $834-26.7% |