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 | Account maintenance fees; Distributio... | $89,146 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS Service code 17 · EIN 43-1685158 | Pension Consulting | $17,566 |
LANDMARK PLC, CPAS3 years Filed as: LANDMARK PLC CERIFIED PUBLIC ACCT Service code 10 · EIN 71-0355269 | Accounting | $12,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $351,233 | $84,487+315.7% | $125,339+180.2% | $66,914+424.9% |
| Participation rate | 97.4% | 76.4%+21.0pp | 82.4%+15.0pp | 69.8%+27.6pp |
| Annual return | -14.36% | -8.39%-6.0pp | 572.05%-586.4pp | 1.58%-15.9pp |
| Employer contribution / active EE | $9,889 | $3,553+178.3% | $4,814+105.4% | $2,544+288.7% |
| Participant deferral / active EE | $9,179 | $6,781+35.4% | $7,446+23.3% | $4,237+116.6% |
| Admin fee / account holder | $761 | $685+11.1% | $10,010-92.4% | $593+28.3% |