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 |
|---|---|---|
MAC CONSTRUCTION3 years Service code 99 1908 UNRUH CT · NEW ALBANY, IN 471516787 | Other Fees | $12,148 |
BKD, LLP1 year Filed as: BKD LLP Service code 99 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Other Fees | $5,408 |
BENEFITS ADMINISTRATORS, LLC3 years Filed as: BENEFITS ADMINSTRATORS, LLC Service code 13 · EIN 61-1291181 269 W MAIN ST SUITE 700 · LEXINGTON, KY 405071727 | Contract Administrator | $3,439 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $1,125 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,032 | $106,236-35.0% | $112,228-38.5% | $64,808+6.5% |
| Participation rate | 82.8% | 71.7%+11.1pp | 75.1%+7.8pp | 71.5%+11.3pp |
| Annual return | -15.12% | -6.02%-9.1pp | 27.45%-42.6pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,343 | $3,166-57.6% | $3,635-63.0% | $2,506-46.4% |
| Participant deferral / active EE | $4,259 | $3,785+12.5% | $4,728-9.9% | $4,310-1.2% |
| Admin fee / account holder | $18 | $452-96.0% | $6,410-99.7% | $188-90.3% |