Filed June 8, 2009
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 7-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 |
|---|---|---|
MIKE UYLAKI1 year Filed as: MIKE MULEY Service code 20 5339 VIRGINIA BEACH BLVD. · VIRGINIA BEACH, VA 23462 | Trustee (individual) | $31,000 |
HANTZMON WIEBEL LLP1 year Filed as: HANTZMON WIEBEL, LLP Service code 10 · EIN 54-0618213 PO BOX 1408 · CHARLOTTESVILLE, VA 22902 | Accounting | $18,692 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,192 | $167,307-99.3% | $143,757-99.2% | $134,475-99.1% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -3.59% | 0.46%-4.0pp | -0.04%-3.5pp | 417.96%-421.5pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,176 | $18,088-76.9% | $14,673-71.5% | $11,426-63.4% |