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 | $65,493 |
BHK INVESTMENT ADVISORS, LLC7 years Filed as: BHK INVESTMENT ADVISORS Service code 27 · EIN 20-2460078 | Advisory (Plan) | $40,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,860 | $73,360+119.3% | $177,989-9.6% | $74,495+115.9% |
| Participation rate | 81.0% | 66.6%+14.4pp | 77.1%+3.9pp | 67.2%+13.8pp |
| Annual return | 15.92% | 17.49%-1.6pp | 294.48%-278.6pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,853 | $2,216+28.7% | $3,949-27.7% | $2,623+8.8% |
| Participant deferral / active EE | $6,470 | $4,513+43.3% | $6,276+3.1% | $4,346+48.9% |
| Admin fee / account holder | $475 | $1,808-73.7% | $10,363-95.4% | $1,942-75.5% |