Filed May 25, 2006 (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 |
|---|---|---|
FNB WEALTH MANAGEMENT1 year Filed as: FNB FEES Service code 28 · EIN 46-0189380 | Investment Management | $77,235 |
ESI EQUITY3 years Service code 34 · EIN 39-1763393 | Valuation (appraisals, etc.); Direct ... | $18,100 |
EIDE BAILLY LLP2 years Filed as: EIDE BILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $16,992 |
Filed as: PRINCIPAL FEE Service code 14 · EIN 42-0127290 | Plan Administrator | $11,471 |
SAUL EWING1 year Service code 29 · EIN 23-1416352 | Legal | $6,897 |
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.
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 | $393,394 | $101,724+286.7% | $164,813+138.7% | $80,856+386.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 6.38% | 16.72%-10.3pp | 69.93%-63.5pp | 35.59%-29.2pp |
| Employer contribution / active EE | $12,658 | $2,953+328.6% | $4,341+191.6% | $2,755+359.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,117 | $8,227-86.4% | $12,690-91.2% | $6,918-83.8% |