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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,591 |
Filed as: INTELLICENTS INVESTMENT Service code 27 · EIN 41-1812533 | Advisory (Plan) | $45,000 |
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 | $196,446 | $55,415+254.5% | $155,509+26.3% | $74,495+163.7% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.5pp | 67.2%+31.5pp |
| Annual return | 18.44% | 268.50%-250.1pp | 64.67%-46.2pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $9,016 | $2,267+297.7% | $4,672+93.0% | $2,623+243.7% |
| Participant deferral / active EE | $7,457 | $2,836+163.0% | $5,626+32.5% | $4,346+71.6% |
| Admin fee / account holder | $316 | $1,738-81.8% | $15,912-98.0% | $1,942-83.7% |