Filed June 14, 2006
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 |
|---|---|---|
BALLEW ADVISORS1 year Service code 27 · EIN 64-0797641 | Advisory (Plan) | $34,704 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,605 |
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 | $239,575 | $45,343+428.4% | $150,298+59.4% | $67,986+252.4% |
| Participation rate | 77.8% | 51.9%+25.9pp | 77.8%0pp | 57.2%+20.6pp |
| Annual return | 16.33% | 33.28%-16.9pp | 62.79%-46.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $8,015 | $1,462+448.3% | $4,154+92.9% | $2,019+297.0% |
| Participant deferral / active EE | $4,728 | $2,055+130.1% | $5,453-13.3% | $3,358+40.8% |
| Admin fee / account holder | $646 | $2,250-71.3% | $14,116-95.4% | $3,203-79.8% |