Filed November 29, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,491 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,523 |
CONDON O'MEARA MCGINTY & DONNELLY1 year Filed as: CONDON O'MEARA MCGINTY Service code 10 · EIN 13-3628255 | Accounting | $6,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,255 | $53,901+41.5% | $134,143-43.2% | $73,488+3.8% |
| Participation rate | 86.8% | 62.8%+24.0pp | 72.2%+14.6pp | 70.7%+16.1pp |
| Annual return | 12.30% | 15.82%-3.5pp | 36.33%-24.0pp | 28.51%-16.2pp |
| Employer contribution / active EE | $739 | $1,458-49.3% | $3,704-80.0% | $2,270-67.4% |
| Participant deferral / active EE | $2,761 | $2,739+0.8% | $3,499-21.1% | $3,740-26.2% |
| Admin fee / account holder | $360 | $581-38.0% | $6,684-94.6% | $513-29.8% |