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, LLP6+ years Filed as: BKD WEALTH ADVISORS LLC Service code 13 · EIN 43-1815436 | Contract Administrator | $51,102 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT GROUP Service code 15 · EIN 62-1868111 | Recordkeeping | $18,716 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 21 110 ABERNATHY ROAD NE, SUITE 400 · ATLANTA, GA 30328 | Bank Trustee | $16,830 |
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 | $222,215 | $136,307+63.0% | $177,821+25.0% | $73,488+202.4% |
| Participation rate | 89.5% | 86.1%+3.4pp | 87.7%+1.8pp | 70.7%+18.8pp |
| Annual return | 13.80% | 18.68%-4.9pp | 48.32%-34.5pp | 28.51%-14.7pp |
| Employer contribution / active EE | $964 | $3,712-74.0% | $5,918-83.7% | $2,270-57.5% |
| Participant deferral / active EE | $9,641 | $5,829+65.4% | $7,714+25.0% | $3,740+157.8% |
| Admin fee / account holder | $325 | $596-45.4% | $12,427-97.4% | $513-36.6% |