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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $70,859 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $49,817 |
BGHN ASSOCIATES, P.C.2 years Filed as: BGHN Service code 10 · EIN 42-1508032 | Accounting | $10,000 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,183 | $78,485+77.3% | $106,213+31.0% | $74,495+86.8% |
| Participation rate | 98.2% | 72.8%+25.3pp | 75.3%+22.9pp | 67.2%+31.0pp |
| Annual return | 11.39% | 15.95%-4.6pp | 116.14%-104.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $7,015 | $2,523+178.1% | $3,171+121.2% | $2,623+167.5% |
| Participant deferral / active EE | $6,635 | $4,322+53.5% | $5,016+32.3% | $4,346+52.7% |
| Admin fee / account holder | $609 | $2,232-72.7% | $11,033-94.5% | $1,942-68.6% |