Filed October 13, 2003
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 |
|---|---|---|
TRUST POINT INC2 years Filed as: TRUST POINT Service code 15 · EIN 39-0415000 | Recordkeeping | $59,566 |
HAWKINS ASH CPAS1 year Filed as: HAWKINS ASH CPAS, LLP Service code 10 · EIN 39-0912608 | Accounting | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,289 | $138,347-12.3% | $184,203-34.2% | $80,856+50.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.70% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,002 | $4,850-17.5% | $6,427-37.7% | $2,755+45.3% |
| Participant deferral / active EE | $7,977 | $7,071+12.8% | $9,131-12.6% | $4,296+85.7% |
| Admin fee / account holder | $608 | $10,483-94.2% | $13,901-95.6% | $6,918-91.2% |