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, LLC6+ years Service code 27 · EIN 46-1090088 | Advisory (Plan) | $54,611 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,196 |
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 | $237,757 | $70,908+235.3% | $98,907+140.4% | $73,488+223.5% |
| Participation rate | 94.2% | 73.8%+20.4pp | 76.0%+18.2pp | 70.7%+23.5pp |
| Annual return | 12.32% | 34.17%-21.8pp | 196.43%-184.1pp | 28.51%-16.2pp |
| Employer contribution / active EE | $5,000 | $2,036+145.6% | $2,689+86.0% | $2,270+120.3% |
| Participant deferral / active EE | $5,785 | $3,500+65.3% | $4,244+36.3% | $3,740+54.7% |
| Admin fee / account holder | $521 | $535-2.7% | $6,642-92.2% | $513+1.5% |