Filed November 9, 2005 (most recent of 2 filings on file)
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 15 · EIN 30-0219031 | Recordkeeping | $39,459 |
HAWKINS ASH CPAS1 year Filed as: HAWKINS ASH CPAS, LLP Service code 10 626 SOUTH 8TH STREET · MEDFORD, WI 54451 | Accounting | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,618 | $148,978-4.9% | $200,582-29.4% | $84,808+67.0% |
| Participation rate | 95.7% | 84.2%+11.4pp | 86.9%+8.8pp | 68.3%+27.3pp |
| Annual return | 15.49% | 28.16%-12.7pp | 42.33%-26.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,419 | $4,815-29.0% | $6,419-46.7% | $2,631+29.9% |
| Participant deferral / active EE | $6,572 | $7,142-8.0% | $9,331-29.6% | $4,212+56.0% |
| Admin fee / account holder | $395 | $13,977-97.2% | $16,305-97.6% | $7,344-94.6% |