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 | $54,568 |
BHK INVESTMENT ADVISORS, LLC2 years Filed as: BHK INVESTMENT ADVISORS Service code 27 · EIN 20-2460078 | Advisory (Plan) | $34,940 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $161,419 | $56,972+183.3% | $182,532-11.6% | $65,185+147.6% |
| Participation rate | 80.3% | 66.5%+13.8pp | 78.0%+2.3pp | 70.2%+10.1pp |
| Annual return | 22.30% | 27.67%-5.4pp | 148.54%-126.2pp | 29.38%-7.1pp |
| Employer contribution / active EE | $2,531 | $1,615+56.8% | $4,076-37.9% | $2,177+16.3% |
| Participant deferral / active EE | $5,454 | $3,526+54.7% | $5,524-1.3% | $3,514+55.2% |
| Admin fee / account holder | $466 | $528-11.6% | $8,592-94.6% | $847-44.9% |