Filed October 19, 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 |
|---|---|---|
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 27 · EIN 13-4064930 | Advisory (Plan) | $9,468 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 26 · EIN 59-1237041 1601 WEST LAKES PARKWAY · W DES MOINES, IA 50266 | Advisory (Participants) | $8,826 |
PLANNERS FINANCIAL SERVICES1+ years Filed as: THE PLANNERS PROFESSIONAL SERVICES Service code 26 · EIN 42-1317552 | Advisory (Participants) | $8,202 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,536 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 · EIN 39-1816008 47 PARK PLACE · APPELTON, WI 54914 | Other Services | $0 |
VSR FINANCIAL SERVICES INC1+ years Service code 49 · EIN 43-1302302 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILLSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
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 | $447,217 | $70,002+538.9% | $115,037+288.8% | $52,331+754.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 0.40% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $18,592 | $2,715+584.8% | $4,608+303.5% | $1,882+888.1% |
| Participant deferral / active EE | $9,854 | $4,920+100.3% | $6,026+63.5% | $3,022+226.1% |
| Admin fee / account holder | $742 | $566+31.0% | $8,175-90.9% | $592+25.3% |