Filed December 16, 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 |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $39,410 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,754 |
GOLDMAN SACHS9 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $9,043 |
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 | $87,933 | $122,239-28.1% | $184,203-52.3% | $74,495+18.0% |
| Participation rate | 96.0% | 85.5%+10.5pp | 86.8%+9.2pp | 67.2%+28.8pp |
| Annual return | 14.46% | 19.95%-5.5pp | 28.81%-14.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,010 | $4,537-55.7% | $6,427-68.7% | $2,623-23.4% |
| Participant deferral / active EE | $4,941 | $7,139-30.8% | $9,131-45.9% | $4,346+13.7% |
| Admin fee / account holder | $331 | $1,260-73.7% | $13,901-97.6% | $1,942-82.9% |