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 | $114,558 |
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 | $337,093 | $100,923+234.0% | $150,045+124.7% | $74,304+353.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 10.61% | 51.77%-41.2pp | 62.55%-51.9pp | 29.43%-18.8pp |
| Employer contribution / active EE | $12,672 | $3,463+265.9% | $4,693+170.0% | $2,241+465.4% |
| Participant deferral / active EE | $13,502 | $6,709+101.2% | $7,997+68.8% | $3,767+258.4% |
| Admin fee / account holder | $818 | $2,767-70.4% | $13,435-93.9% | $2,969-72.4% |