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 |
|---|---|---|
NORTH AMERICAN KTRADE ALLIANCE, LLC10+ years Filed as: NORTH AMERICA KTRADE ALLIANCE Service code 15 · EIN 32-0169227 | Recordkeeping | $39,535 |
STRATEGIC FINANCIAL GROUP4 years Filed as: STEFFES FINANCIAL LTD Service code 27 · EIN 74-2834375 | Advisory (Plan) | $18,761 |
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.
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 | $221,097 | $122,239+80.9% | $184,203+20.0% | $74,495+196.8% |
| Participation rate | 95.3% | 85.5%+9.9pp | 86.8%+8.5pp | 67.2%+28.1pp |
| Annual return | 11.21% | 19.95%-8.7pp | 28.81%-17.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $8,000 | $4,537+76.3% | $6,427+24.5% | $2,623+205.0% |
| Participant deferral / active EE | $5,353 | $7,139-25.0% | $9,131-41.4% | $4,346+23.2% |
| Admin fee / account holder | $348 | $1,260-72.4% | $13,901-97.5% | $1,942-82.1% |