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 | $93,939 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $320,504 | $101,317+216.3% | $146,958+118.1% | $74,495+330.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 19.04% | 8730.91%-8711.9pp | 418.34%-399.3pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $11,166 | $3,810+193.0% | $4,933+126.4% | $2,623+325.7% |
| Participant deferral / active EE | $12,730 | $7,303+74.3% | $8,070+57.7% | $4,346+192.9% |
| Admin fee / account holder | $648 | $1,739-62.7% | $12,998-95.0% | $1,942-66.6% |