Filed April 18, 2001
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 |
|---|---|---|
COMPTON FINANCIAL GROUP5 years Service code 27 | Advisory (Plan) | $35,129 |
THE VANGUARD GROUP, INC.5 years Service code 64 | Recordkeeping Fees | $12,433 |
Filed as: RED OAK RETIREMENT Service code 13 | Contract Administrator | $900 |
ASCENSUS LLC4 years Filed as: ASCENSUS, LLC Service code 15 | Recordkeeping | $0 |
LPL FINANCIAL5 years Service code 51 | Investment Mgmt Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,465 | $61,272+41.1% | $149,673-42.2% | $71,457+21.0% |
| Participation rate | 76.5% | 62.5%+14.0pp | 78.8%-2.3pp | 67.9%+8.5pp |
| Annual return | 25.67% | 35.85%-10.2pp | 134.42%-108.7pp | 28.85%-3.2pp |
| Employer contribution / active EE | $2,692 | $2,378+13.2% | $4,818-44.1% | $2,588+4.1% |
| Participant deferral / active EE | $6,622 | $2,917+127.0% | $5,680+16.6% | $4,289+54.4% |
| Admin fee / account holder | $330 | $1,261-73.8% | $13,210-97.5% | $1,587-79.2% |