Filed April 20, 2010 (most recent of 3 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 |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $81,104 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $324,634 | $105,181+208.6% | $159,436+103.6% | $85,850+278.1% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.8%+11.4pp | 69.3%+24.9pp |
| Annual return | 21.65% | 45.07%-23.4pp | 263.57%-241.9pp | 318.53%-296.9pp |
| Employer contribution / active EE | $9,856 | $3,318+197.0% | $4,829+104.1% | $2,565+284.2% |
| Participant deferral / active EE | $9,973 | $5,945+67.8% | $7,352+35.6% | $3,952+152.4% |
| Admin fee / account holder | $687 | $6,933-90.1% | $10,799-93.6% | $6,260-89.0% |