Filed November 29, 2005
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 | $514,227 |
Filed as: LOCKTON Service code 27 · EIN 20-8874282 | Advisory (Plan) | $18,751 |
WILLCOX & SAVAGE, P.C.1 year Filed as: WILCOX SAVAGE Service code 27 · EIN 54-0976999 | Advisory (Plan) | $10,745 |
MERCER6+ years Service code 16 · EIN 61-0736136 | Consulting | $9,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,805 |
TAYLORED PRINTING1 year Service code 36 234 REDOUBT ROAD · YORKTOWN, VA 236924894 | Direct payment from the plan; Copying... | $2,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,419 | $63,259-39.3% | $178,490-78.5% | $93,223-58.8% |
| Participation rate | 61.2% | 72.1%-10.9pp | 81.9%-20.7pp | 74.9%-13.7pp |
| Annual return | 19.88% | 19.93%0pp | 151.07%-131.2pp | 19.29%+0.6pp |
| Employer contribution / active EE | $72 | $1,865-96.1% | $5,011-98.6% | $2,680-97.3% |
| Participant deferral / active EE | $3,399 | $3,372+0.8% | $5,202-34.6% | $4,563-25.5% |
| Admin fee / account holder | $70 | $58+20.4% | $13,984-99.5% | $79-11.8% |