Filed June 14, 2006
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,089 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INVESTMENT ADVISORS, INC. Service code 27 | Advisory (Plan) | $55,017 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $23,697 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INVESTMENT ADVISORS, INC Service code 27 · EIN 20-1113894 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $89,452 | $66,098+35.3% | $101,794-12.1% | $74,304+20.4% |
| Participation rate | 98.7% | 53.8%+45.0pp | 69.2%+29.6pp | 60.3%+38.4pp |
| Annual return | 16.47% | 19.59%-3.1pp | 30.53%-14.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,765 | $1,082+63.2% | $2,289-22.9% | $2,241-21.2% |
| Participant deferral / active EE | $4,917 | $2,781+76.8% | $4,084+20.4% | $3,767+30.5% |
| Admin fee / account holder | $371 | $4,146-91.0% | $8,777-95.8% | $2,969-87.5% |