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 | $73,183 |
BHK INVESTMENT ADVISORS, LLC8 years Filed as: BHK INVESTMENT ADVISORS Service code 27 · EIN 20-2460078 | Advisory (Plan) | $46,689 |
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 | $186,052 | $81,625+127.9% | $167,512+11.1% | $74,304+150.4% |
| Participation rate | 84.6% | 60.0%+24.6pp | 77.1%+7.6pp | 60.3%+24.3pp |
| Annual return | 14.27% | 26.09%-11.8pp | 1615.79%-1601.5pp | 29.43%-15.2pp |
| Employer contribution / active EE | $3,840 | $2,010+91.0% | $3,882-1.1% | $2,241+71.3% |
| Participant deferral / active EE | $7,444 | $4,115+80.9% | $6,405+16.2% | $3,767+97.6% |
| Admin fee / account holder | $526 | $3,474-84.8% | $9,769-94.6% | $2,969-82.3% |