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 | $65,246 |
BHK INVESTMENT ADVISORS, LLC6 years Filed as: BHK INVESTMENT ADVISORS Service code 27 · EIN 20-2460078 | Advisory (Plan) | $40,867 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,785 | $65,390+136.7% | $169,368-8.6% | $71,457+116.6% |
| Participation rate | 85.0% | 67.0%+18.0pp | 77.1%+7.8pp | 67.9%+17.0pp |
| Annual return | 15.98% | 21.31%-5.3pp | 405.60%-389.6pp | 28.85%-12.9pp |
| Employer contribution / active EE | $2,827 | $2,079+36.0% | $4,013-29.5% | $2,588+9.3% |
| Participant deferral / active EE | $6,559 | $4,367+50.2% | $6,221+5.4% | $4,289+52.9% |
| Admin fee / account holder | $506 | $1,324-61.8% | $9,003-94.4% | $1,587-68.1% |