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, LLC10+ years Service code 27 · EIN 46-1090088 | Advisory (Plan) | $63,264 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,080 |
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 | $213,642 | $78,485+172.2% | $106,213+101.1% | $74,495+186.8% |
| Participation rate | 97.4% | 72.8%+24.6pp | 75.3%+22.1pp | 67.2%+30.2pp |
| Annual return | 11.70% | 15.95%-4.2pp | 116.14%-104.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $5,423 | $2,523+115.0% | $3,171+71.0% | $2,623+106.7% |
| Participant deferral / active EE | $6,049 | $4,322+39.9% | $5,016+20.6% | $4,346+39.2% |
| Admin fee / account holder | $547 | $2,232-75.5% | $11,033-95.0% | $1,942-71.8% |