Filed November 18, 2002
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 |
|---|---|---|
SYM FINANCIAL CORPORATION5 years Service code 26 · EIN 35-1550787 | Advisory (Participants) | $36,068 |
KT ADMINISTRATORS, LLC1 year Service code 15 · EIN 82-4086794 | Recordkeeping | $21,318 |
ASCENSUS LLC5 years Filed as: BADEN GAGE & SCHROEDER, LLC Service code 10 · EIN 35-1939627 | Accounting | $10,400 |
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 | $49,616 | $78,485-36.8% | $106,213-53.3% | $74,495-33.4% |
| Participation rate | 95.5% | 72.8%+22.7pp | 75.3%+20.2pp | 67.2%+28.3pp |
| Annual return | 9.20% | 15.95%-6.8pp | 116.14%-106.9pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $2,004 | $2,523-20.6% | $3,171-36.8% | $2,623-23.6% |
| Participant deferral / active EE | $2,356 | $4,322-45.5% | $5,016-53.0% | $4,346-45.8% |
| Admin fee / account holder | $414 | $2,232-81.4% | $11,033-96.2% | $1,942-78.7% |