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, LLC9+ years Service code 27 · EIN 46-1090088 | Advisory (Plan) | $55,304 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,872 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $208,192 | $71,516+191.1% | $98,439+111.5% | $71,457+191.4% |
| Participation rate | 97.3% | 72.7%+24.6pp | 75.2%+22.1pp | 67.9%+29.4pp |
| Annual return | 13.25% | 32.41%-19.2pp | 21.16%-7.9pp | 28.85%-15.6pp |
| Employer contribution / active EE | $5,300 | $2,399+121.0% | $3,048+73.9% | $2,588+104.8% |
| Participant deferral / active EE | $6,369 | $4,109+55.0% | $4,738+34.4% | $4,289+48.5% |
| Admin fee / account holder | $525 | $1,675-68.6% | $8,948-94.1% | $1,587-66.9% |