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, LLC11+ years Service code 27 | Advisory (Plan) | $61,799 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,334 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,560 | $84,556+162.0% | $116,228+90.6% | $74,304+198.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 12.26% | 18.35%-6.1pp | 90.06%-77.8pp | 29.43%-17.2pp |
| Employer contribution / active EE | $5,643 | $2,168+160.3% | $2,994+88.4% | $2,241+151.8% |
| Participant deferral / active EE | $6,846 | $3,814+79.5% | $4,953+38.2% | $3,767+81.7% |
| Admin fee / account holder | $524 | $3,792-86.2% | $11,989-95.6% | $2,969-82.4% |