Filed May 18, 2005
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 8-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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $105,872 |
SHERIDAN ROAD ADVISORS LLC3 years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $69,661 |
PLYMOUTH TUBE COMPANY5 years Service code 99 29 W 150 WARRENVILLE RD · WARRENVILLE, IL 60555 | Other Fees | $13,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $350 |
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 | $79,794 | $79,519+0.3% | $95,952-16.8% | $73,409+8.7% |
| Participation rate | 93.5% | 81.2%+12.4pp | 77.1%+16.5pp | 72.2%+21.4pp |
| Annual return | 13.57% | 19.20%-5.6pp | 91.61%-78.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,188 | $2,048-42.0% | $2,541-53.3% | $2,234-46.8% |
| Participant deferral / active EE | $4,998 | $4,138+20.8% | $4,167+19.9% | $3,805+31.3% |
| Admin fee / account holder | $394 | $184+113.9% | $6,795-94.2% | $158+149.7% |