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, LLP2+ years Filed as: BKD WEALTH ADVISORS LLC Service code 13 · EIN 43-1815436 | Contract Administrator | $72,459 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP Service code 15 · EIN 62-1868111 | Recordkeeping | $31,443 |
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.
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 | $172,300 | $74,089+132.6% | $133,980+28.6% | $55,167+212.3% |
| Participation rate | 75.6% | 84.3%-8.6pp | 87.1%-11.4pp | 69.0%+6.7pp |
| Annual return | 6.40% | 12.11%-5.7pp | 29.30%-22.9pp | 169.23%-162.8pp |
| Employer contribution / active EE | $664 | $3,064-78.3% | $5,211-87.3% | $1,963-66.1% |
| Participant deferral / active EE | $6,643 | $4,678+42.0% | $6,282+5.8% | $3,054+117.5% |
| Admin fee / account holder | $679 | $458+48.2% | $9,324-92.7% | $504+34.8% |