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 |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD2+ years Service code 27 10 TERRACE CT. · MADISON, WI 53718 | Advisory (Plan) | $60,470 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $41,404 |
Service code 10 · EIN 39-1275499 | Accounting | $15,725 |
RELIANCE TRUST COMPANY2+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $4,500 |
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 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 | $127,510 | $75,183+69.6% | $123,892+2.9% | $55,167+131.1% |
| Participation rate | 91.8% | 72.8%+18.9pp | 81.4%+10.3pp | 69.0%+22.8pp |
| Annual return | 8.49% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,545 | $2,823-9.9% | $4,617-44.9% | $1,963+29.7% |
| Participant deferral / active EE | $6,986 | $5,084+37.4% | $5,984+16.7% | $3,054+128.8% |
| Admin fee / account holder | $515 | $663-22.2% | $8,357-93.8% | $504+2.2% |