Filed November 6, 2001
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 |
|---|---|---|
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $19,478 |
RSM US LLP1 year Filed as: RSM US PRODUCT SALES LLC Service code 10 5155 PAYSHERE CIR · CHICAGO, IL 60674 | Accounting | $10,450 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,775 |
WATKINS ROSS2+ years Filed as: WATKINS, ROSS Service code 13 · EIN 38-1477362 200 OTTAWA AVE NW · GRAND RAPIDS, MI 49503 | Contract Administrator | $7,749 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,255 | $78,705-57.7% | $117,854-71.8% | $70,131-52.6% |
| Participation rate | 94.8% | 73.2%+21.6pp | 79.7%+15.1pp | 69.5%+25.3pp |
| Annual return | 15.60% | 23.30%-7.7pp | 335.08%-319.5pp | 73.14%-57.5pp |
| Employer contribution / active EE | $603 | $2,223-72.9% | $3,786-84.1% | $2,342-74.3% |
| Participant deferral / active EE | $3,093 | $3,297-6.2% | $4,482-31.0% | $3,332-7.2% |
| Admin fee / account holder | $485 | $5,065-90.4% | $8,020-94.0% | $4,645-89.6% |