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. ROTHSCHILD3+ years Service code 27 10 TERRACE CT. · MADISON, WI 53718 | Advisory (Plan) | $64,928 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $43,829 |
RELIANCE TRUST COMPANY3+ 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.)
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 | $158,618 | $80,753+96.4% | $136,294+16.4% | $62,292+154.6% |
| Participation rate | 92.2% | 73.5%+18.6pp | 81.9%+10.3pp | 69.5%+22.7pp |
| Annual return | 18.19% | 35.83%-17.6pp | 5155.94%-5137.8pp | 28.90%-10.7pp |
| Employer contribution / active EE | $2,626 | $2,884-8.9% | $4,695-44.1% | $2,042+28.6% |
| Participant deferral / active EE | $7,502 | $5,164+45.3% | $6,247+20.1% | $3,169+136.7% |
| Admin fee / account holder | $495 | $525-5.9% | $9,243-94.6% | $479+3.2% |