Filed October 18, 2004 (most recent of 2 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 |
|---|---|---|
KIRBO & KIRBO, P.C.5 years Service code 24 · EIN 58-2149089 | Discretionary Trustee | $40,000 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN Service code 14 · EIN 58-1392124 | Plan Administrator | $35,618 |
WILLAMETTE MANAGEMENT ASSOCIATES10+ years Service code 34 · EIN 93-0577822 | Valuation (appraisals, etc.); Direct ... | $18,495 |
MAULDIN & JENKINS10+ years Service code 10 · EIN 58-0692043 | Accounting | $18,155 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,532 | $101,317-60.0% | $146,958-72.4% | $74,495-45.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -6.39% | 8730.91%-8737.3pp | 418.34%-424.7pp | 1364.94%-1371.3pp |
| Employer contribution / active EE | $896 | $3,810-76.5% | $4,933-81.8% | $2,623-65.8% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $373 | $1,739-78.6% | $12,998-97.1% | $1,942-80.8% |