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, LLP3+ years Filed as: BKD WEALTH ADVISORS LLC Service code 13 · EIN 43-1815436 | Contract Administrator | $63,910 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP Service code 15 · EIN 62-1868111 | Recordkeeping | $34,340 |
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.)
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 | $182,886 | $89,739+103.8% | $149,718+22.2% | $62,292+193.6% |
| Participation rate | 82.7% | 85.1%-2.4pp | 87.1%-4.3pp | 69.5%+13.2pp |
| Annual return | 15.35% | 21.01%-5.7pp | 1501.63%-1486.3pp | 28.90%-13.5pp |
| Employer contribution / active EE | $691 | $3,233-78.6% | $5,445-87.3% | $2,042-66.1% |
| Participant deferral / active EE | $6,913 | $4,797+44.1% | $6,569+5.2% | $3,169+118.1% |
| Admin fee / account holder | $585 | $551+6.1% | $11,283-94.8% | $479+22.0% |