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, LLC8+ years Service code 27 · EIN 46-1090088 | Advisory (Plan) | $61,824 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,252 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,989 | $72,607+158.9% | $90,749+107.2% | $66,914+180.9% |
| Participation rate | 97.5% | 73.7%+23.8pp | 75.7%+21.8pp | 69.8%+27.7pp |
| Annual return | -14.49% | -12.28%-2.2pp | -12.16%-2.3pp | 1.58%-16.1pp |
| Employer contribution / active EE | $5,091 | $2,369+114.9% | $2,921+74.3% | $2,544+100.1% |
| Participant deferral / active EE | $6,200 | $3,977+55.9% | $4,564+35.8% | $4,237+46.3% |
| Admin fee / account holder | $494 | $707-30.2% | $8,445-94.2% | $593-16.8% |