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 | $70,396 |
BHK INVESTMENT ADVISORS, LLC4 years Filed as: BHK INVESTMENT ADVISORS Service code 27 · EIN 20-2460078 | Advisory (Plan) | $44,511 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $196,748 | $70,879+177.6% | $189,557+3.8% | $79,386+147.8% |
| Participation rate | 83.7% | 68.0%+15.8pp | 78.4%+5.3pp | 70.7%+13.0pp |
| Annual return | 15.32% | 20.70%-5.4pp | 64.17%-48.8pp | 116.85%-101.5pp |
| Employer contribution / active EE | $2,701 | $1,806+49.5% | $4,412-38.8% | $2,427+11.3% |
| Participant deferral / active EE | $6,223 | $4,081+52.5% | $6,174+0.8% | $4,046+53.8% |
| Admin fee / account holder | $572 | $647-11.6% | $9,807-94.2% | $626-8.6% |