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 | $79,260 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,982 | $82,664+237.5% | $125,339+122.6% | $68,494+307.3% |
| Participation rate | 98.9% | 75.0%+23.8pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | -12.59% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $10,446 | $3,381+209.0% | $4,814+117.0% | $2,596+302.3% |
| Participant deferral / active EE | $11,964 | $6,110+95.8% | $7,446+60.7% | $4,027+197.1% |
| Admin fee / account holder | $650 | $6,275-89.6% | $10,010-93.5% | $5,403-88.0% |