Filed October 18, 2004
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 |
|---|---|---|
Filed as: BENEFITS ADMINSTRATORS, LLC Service code 13 · EIN 61-1291181 269 W MAIN ST SUITE 700 · LEXINGTON, KY 405071727 | Contract Administrator | $15,746 |
MAC CONSTRUCTION1 year Service code 99 1908 UNRUH CT · NEW ALBANY, IN 471516787 | Other Fees | $1,156 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $575 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,972 | $69,362+28.3% | $101,248-12.1% | $73,488+21.1% |
| Participation rate | 77.0% | 68.4%+8.6pp | 75.8%+1.2pp | 70.7%+6.3pp |
| Annual return | 13.89% | 18.46%-4.6pp | 46.47%-32.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,259 | $2,628-52.1% | $3,660-65.6% | $2,270-44.5% |
| Participant deferral / active EE | $4,058 | $3,300+23.0% | $4,370-7.1% | $3,740+8.5% |
| Admin fee / account holder | $13 | $704-98.1% | $5,945-99.8% | $513-97.4% |