Filed March 8, 2006
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 |
|---|---|---|
AMERIAN BEACON1 year Filed as: AMERIAN TRUST COMPANY Service code 11 · EIN 62-0951563 | Actuarial | $31,562 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $31,562 |
Service code 26 · EIN 39-0509570 | Advisory (Participants) | $22,115 |
Filed as: MML INVESTORS SERVICES, INC. Service code 26 · EIN 04-1590850 | Advisory (Participants) | $7,943 |
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 | $70,046 | $138,347-49.4% | $184,203-62.0% | $80,856-13.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.91% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $5,040 | $4,850+3.9% | $6,427-21.6% | $2,755+83.0% |
| Participant deferral / active EE | $5,151 | $7,071-27.1% | $9,131-43.6% | $4,296+19.9% |
| Admin fee / account holder | $535 | $10,483-94.9% | $13,901-96.1% | $6,918-92.3% |