Filed November 9, 2005 (most recent of 2 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: NORTH AMERICA KTRADE ALLIANCE Service code 15 · EIN 32-0169227 | Recordkeeping | $36,702 |
Filed as: STEFFES FINANCIAL LTD Service code 27 · EIN 74-2834375 | Advisory (Plan) | $16,208 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,743 | $121,341+57.2% | $189,513+0.6% | $79,386+140.3% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.8%+8.9pp | 70.7%+26.0pp |
| Annual return | 9.40% | 21.08%-11.7pp | 555.15%-545.8pp | 116.85%-107.5pp |
| Employer contribution / active EE | $6,788 | $3,915+73.4% | $6,162+10.2% | $2,427+179.6% |
| Participant deferral / active EE | $4,836 | $6,395-24.4% | $8,221-41.2% | $4,046+19.5% |
| Admin fee / account holder | $288 | $651-55.7% | $12,045-97.6% | $626-54.0% |