Filed October 18, 2004
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,527 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $18,490 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,904 | $128,603+33.7% | $197,124-12.8% | $67,986+152.9% |
| Participation rate | 97.0% | 81.7%+15.3pp | 86.7%+10.3pp | 57.2%+39.8pp |
| Annual return | 18.37% | 23.77%-5.4pp | 44.34%-26.0pp | 31.67%-13.3pp |
| Employer contribution / active EE | $8,131 | $4,379+85.7% | $6,227+30.6% | $2,019+302.8% |
| Participant deferral / active EE | $5,685 | $6,840-16.9% | $9,135-37.8% | $3,358+69.3% |
| Admin fee / account holder | $332 | $3,035-89.0% | $16,298-98.0% | $3,203-89.6% |