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 | Claims processing; Direct payment fro... | $85,512 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 17 · EIN 43-1685158 | Pension Consulting | $33,553 |
LANDMARK PLC, CPAS4 years Filed as: LANDMARK PLC CERIFIED PUBLIC ACCT Service code 10 · EIN 71-0355269 | Accounting | $15,000 |
NATIONAL FINANCIAL SERVICES9+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $421,441 | $91,407+361.1% | $135,903+210.1% | $71,457+489.8% |
| Participation rate | 94.0% | 75.7%+18.4pp | 81.9%+12.1pp | 67.9%+26.1pp |
| Annual return | 15.88% | 29.90%-14.0pp | 68.23%-52.3pp | 28.85%-13.0pp |
| Employer contribution / active EE | $10,928 | $3,703+195.1% | $4,856+125.0% | $2,588+322.3% |
| Participant deferral / active EE | $10,640 | $7,092+50.0% | $7,758+37.2% | $4,289+148.1% |
| Admin fee / account holder | $931 | $1,266-26.4% | $10,762-91.3% | $1,587-41.3% |