Filed October 18, 2004
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,938 |
Filed as: BHK INVESTMENT ADVISORS Service code 27 · EIN 20-2460078 | Advisory (Plan) | $30,957 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,180 | $48,576+184.5% | $169,463-18.5% | $56,287+145.5% |
| Participation rate | 81.3% | 65.8%+15.4pp | 77.8%+3.5pp | 69.9%+11.4pp |
| Annual return | -7.32% | -2.51%-4.8pp | 1.83%-9.2pp | -9.96%+2.6pp |
| Employer contribution / active EE | $2,395 | $1,559+53.6% | $4,159-42.4% | $2,111+13.5% |
| Participant deferral / active EE | $5,064 | $3,275+54.6% | $5,277-4.0% | $3,350+51.2% |
| Admin fee / account holder | $457 | $435+5.1% | $9,109-95.0% | $521-12.2% |