Filed October 19, 2004 (most recent of 4 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 |
|---|---|---|
THE COLONY GROUP LLC6+ years Service code 27 TWO ATLANTIC AVE · BOSTON, MA 02110 | Advisory (Plan) | $33,247 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,613 |
FLIPPIN BRUCE & PORTER, INC.7+ years Service code 27 P.O. BOX 6138 · LYNCHBURG, VA 245056138 | Advisory (Plan) | $27,349 |
Service code 99 8001 FRANKLIN FARMS DR STE 200 · RICHMOND, VA 23229 | Other Fees | $16,273 |
CAPITAL MANAGEMENT2 years Filed as: THE CAPITAL MANAGEMENT CORP Service code 71 · EIN 54-1048352 | Brokerage Fees | $14,508 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,256 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,154 | $95,416+242.9% | $185,823+76.1% | $85,850+281.1% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.9pp | 69.3%+27.2pp |
| Annual return | 14.30% | 23.59%-9.3pp | 122.05%-107.7pp | 318.53%-304.2pp |
| Employer contribution / active EE | $31,437 | $3,314+848.7% | $5,167+508.4% | $2,565+1125.6% |
| Participant deferral / active EE | $21,748 | $3,423+535.3% | $5,568+290.6% | $3,952+450.3% |
| Admin fee / account holder | $434 | $7,213-94.0% | $16,237-97.3% | $6,260-93.1% |