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, LLC7+ years Service code 27 · EIN 46-1090088 | Advisory (Plan) | $66,244 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,790 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,356 | $79,428+219.0% | $106,548+137.8% | $79,386+219.1% |
| Participation rate | 95.4% | 74.1%+21.3pp | 76.1%+19.3pp | 70.7%+24.7pp |
| Annual return | 12.46% | 18.27%-5.8pp | 26.80%-14.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $5,478 | $2,234+145.2% | $2,819+94.3% | $2,427+125.6% |
| Participant deferral / active EE | $6,651 | $3,823+74.0% | $4,398+51.2% | $4,046+64.4% |
| Admin fee / account holder | $565 | $523+8.1% | $7,407-92.4% | $626-9.7% |