Filed February 1, 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 |
|---|---|---|
BKD, LLP1+ years Filed as: BKD WEALTH ADVISORS LLC Service code 13 · EIN 43-1815436 | Contract Administrator | $58,528 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 15 · EIN 62-1868111 | Recordkeeping | $35,014 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,478 | $70,667+131.3% | $123,104+32.8% | $52,331+212.4% |
| Participation rate | 74.0% | 83.7%-9.7pp | 86.8%-12.8pp | 68.1%+5.9pp |
| Annual return | -2.34% | 6.23%-8.6pp | 13.22%-15.6pp | 4.54%-6.9pp |
| Employer contribution / active EE | $618 | $2,946-79.0% | $5,151-88.0% | $1,882-67.1% |
| Participant deferral / active EE | $6,182 | $4,493+37.6% | $6,230-0.8% | $3,022+104.6% |
| Admin fee / account holder | $611 | $506+20.7% | $9,015-93.2% | $592+3.3% |