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 | $65,330 |
BHK INVESTMENT ADVISORS, LLC5 years Filed as: BHK INVESTMENT ADVISORS Service code 27 · EIN 20-2460078 | Advisory (Plan) | $42,817 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,951 | $59,159+163.6% | $159,960-2.5% | $66,914+133.1% |
| Participation rate | 85.3% | 68.1%+17.2pp | 78.0%+7.3pp | 69.8%+15.5pp |
| Annual return | -15.71% | -12.26%-3.4pp | 408.60%-424.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,680 | $1,983+35.2% | $4,226-36.6% | $2,544+5.4% |
| Participant deferral / active EE | $6,519 | $4,395+48.3% | $6,182+5.4% | $4,237+53.9% |
| Admin fee / account holder | $491 | $591-16.9% | $8,698-94.4% | $593-17.2% |