Filed September 12, 2006
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 |
|---|---|---|
SAFEGUARD SECURITIES, INC.3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $186,701 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO., IN Service code 13 · EIN 54-1521351 | Contract Administrator | $47,529 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $22,500 |
THE LIBMAN ACTUARIAL GROUP, INC.3+ years Filed as: LIBMAN KADAVY & COMPANY Service code 11 · EIN 34-1635800 | Actuarial | $1,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,941 | $73,102+262.4% | $123,544+114.5% | $56,287+370.7% |
| Participation rate | 97.1% | 74.3%+22.8pp | 82.3%+14.8pp | 69.9%+27.2pp |
| Annual return | 9.56% | 3.01%+6.6pp | 119.20%-109.6pp | -9.96%+19.5pp |
| Employer contribution / active EE | $14,142 | $2,977+375.0% | $4,628+205.6% | $2,111+569.9% |
| Participant deferral / active EE | $8,721 | $5,423+60.8% | $6,426+35.7% | $3,350+160.3% |
| Admin fee / account holder | $835 | $554+50.7% | $9,284-91.0% | $521+60.2% |