Filed November 9, 2005
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 |
|---|---|---|
QUANTITATIVE PROCESS, LLC5+ years Service code 27 · EIN 46-1090088 | Advisory (Plan) | $50,536 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,653 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,792 | $66,310+210.3% | $93,606+119.8% | $65,185+215.7% |
| Participation rate | 94.3% | 74.0%+20.3pp | 75.8%+18.5pp | 70.2%+24.1pp |
| Annual return | 19.37% | 42.58%-23.2pp | 32.76%-13.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $4,953 | $2,012+146.2% | $2,718+82.2% | $2,177+127.6% |
| Participant deferral / active EE | $5,457 | $3,342+63.3% | $4,069+34.1% | $3,514+55.3% |
| Admin fee / account holder | $483 | $6,897-93.0% | $7,888-93.9% | $847-42.9% |