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 | $56,647 |
BHK INVESTMENT ADVISORS, LLC3 years Filed as: BHK INVESTMENT ADVISORS Service code 27 · EIN 20-2460078 | Advisory (Plan) | $36,186 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $173,594 | $62,132+179.4% | $185,823-6.6% | $73,488+136.2% |
| Participation rate | 84.8% | 67.8%+17.0pp | 78.0%+6.8pp | 70.7%+14.1pp |
| Annual return | 6.96% | 20.44%-13.5pp | 35.95%-29.0pp | 28.51%-21.6pp |
| Employer contribution / active EE | $2,726 | $1,681+62.1% | $4,087-33.3% | $2,270+20.1% |
| Participant deferral / active EE | $6,024 | $3,711+62.3% | $5,632+7.0% | $3,740+61.1% |
| Admin fee / account holder | $468 | $419+11.8% | $9,500-95.1% | $513-8.8% |