Filed August 8, 2005
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 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $121,437 |
LANDMARK PLC, CPAS2 years Filed as: LANDMARK PLC CERIFIED PUBLIC ACCT Service code 10 · EIN 71-0355269 | Accounting | $15,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $447,664 | $104,475+328.5% | $159,436+180.8% | $79,386+463.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 14.91% | 67.95%-53.0pp | 263.57%-248.7pp | 116.85%-101.9pp |
| Employer contribution / active EE | $12,510 | $3,417+266.1% | $4,829+159.0% | $2,427+415.3% |
| Participant deferral / active EE | $10,234 | $6,467+58.2% | $7,352+39.2% | $4,046+153.0% |
| Admin fee / account holder | $961 | $711+35.1% | $10,799-91.1% | $626+53.4% |