Filed October 18, 2004
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 | $56,790 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $45,299 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,684 | $89,436-32.1% | $164,813-63.2% | $77,643-21.8% |
| Participation rate | 97.1% | 78.6%+18.4pp | 78.6%+18.5pp | 70.6%+26.5pp |
| Annual return | 11.08% | 28.83%-17.7pp | 69.93%-58.8pp | 31.24%-20.2pp |
| Employer contribution / active EE | $1,440 | $2,569-43.9% | $4,341-66.8% | $2,726-47.2% |
| Participant deferral / active EE | $4,468 | $4,897-8.8% | $6,031-25.9% | $4,647-3.9% |
| Admin fee / account holder | $337 | $339-0.8% | $12,690-97.3% | $430-21.7% |