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, LLP5+ years Filed as: BKD WEALTH ADVISORS LLC Service code 13 · EIN 43-1815436 | Contract Administrator | $65,545 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP Service code 15 · EIN 62-1868111 | Recordkeeping | $29,486 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $200,271 | $98,982+102.3% | $162,163+23.5% | $65,185+207.2% |
| Participation rate | 88.1% | 85.8%+2.3pp | 87.6%+0.5pp | 70.2%+17.9pp |
| Annual return | 20.30% | 24.84%-4.5pp | 115.59%-95.3pp | 29.38%-9.1pp |
| Employer contribution / active EE | $841 | $3,467-75.8% | $5,614-85.0% | $2,177-61.4% |
| Participant deferral / active EE | $8,405 | $5,384+56.1% | $7,298+15.2% | $3,514+139.2% |
| Admin fee / account holder | $553 | $596-7.4% | $10,843-94.9% | $847-34.8% |