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, LLC11+ years Filed as: NORTH AMERICA KTRADE ALLIANCE Service code 15 · EIN 32-0169227 | Recordkeeping | $44,856 |
STRATEGIC FINANCIAL GROUP5 years Filed as: STEFFES FINANCIAL LTD Service code 27 · EIN 74-2834375 | Advisory (Plan) | $20,009 |
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 | $239,695 | $132,049+81.5% | $200,582+19.5% | $74,304+222.6% |
| Participation rate | 95.5% | 84.1%+11.4pp | 86.9%+8.6pp | 60.3%+35.2pp |
| Annual return | 12.63% | 22.22%-9.6pp | 42.33%-29.7pp | 29.43%-16.8pp |
| Employer contribution / active EE | $8,013 | $4,558+75.8% | $6,419+24.8% | $2,241+257.5% |
| Participant deferral / active EE | $5,381 | $7,213-25.4% | $9,331-42.3% | $3,767+42.8% |
| Admin fee / account holder | $388 | $2,405-83.9% | $16,305-97.6% | $2,969-86.9% |