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 | $79,859 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $263,744 | $91,407+188.5% | $135,903+94.1% | $71,457+269.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 9.51% | 29.90%-20.4pp | 68.23%-58.7pp | 28.85%-19.3pp |
| Employer contribution / active EE | $9,781 | $3,703+164.1% | $4,856+101.4% | $2,588+278.0% |
| Participant deferral / active EE | $11,268 | $7,092+58.9% | $7,758+45.2% | $4,289+162.7% |
| Admin fee / account holder | $555 | $1,266-56.2% | $10,762-94.8% | $1,587-65.1% |