Filed August 1, 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 |
|---|---|---|
INGHAM & COMPANY7+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $182,836 |
NATIONAL FINANCIAL SERVICES5 years Service code 19 · EIN 04-3523567 | Securities Custodian | $5,696 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $5,384 |
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 | $57,480 | $62,581-8.2% | $124,672-53.9% | $86,799-33.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 74.6%+25.4pp | 72.3%+27.7pp |
| Annual return | 12.12% | 26.67%-14.6pp | 5142.93%-5130.8pp | 97.91%-85.8pp |
| Employer contribution / active EE | $3,543 | $1,604+120.9% | $3,324+6.6% | $2,405+47.3% |
| Participant deferral / active EE | $3,994 | $2,725+46.6% | $4,614-13.4% | $4,131-3.3% |
| Admin fee / account holder | $258 | $170+51.8% | $7,493-96.6% | $170+51.9% |