Filed April 27, 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 |
|---|---|---|
CANTELLA & COMPANY, INC.1+ years Filed as: CANTELLA & CO INC Service code 27 · EIN 04-2670968 | Advisory (Plan) | $40,163 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $33,926 |
STEPHEN HORN INSURANCE SERVICES1+ years Filed as: STEPHEN C HIMEL - CERTIFIED PUBLIC Service code 10 · EIN 20-8410792 | Accounting | $11,750 |
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 | $144,199 | $57,096+152.6% | $94,224+53.0% | $55,191+161.3% |
| Participation rate | 93.8% | 75.7%+18.1pp | 78.8%+15.0pp | 69.2%+24.6pp |
| Annual return | 5.10% | 159.65%-154.5pp | 10.68%-5.6pp | 10.78%-5.7pp |
| Employer contribution / active EE | $6,558 | $1,708+284.0% | $3,587+82.9% | $1,899+245.4% |
| Participant deferral / active EE | $5,507 | $3,165+74.0% | $4,320+27.5% | $3,046+80.8% |
| Admin fee / account holder | $453 | $89+407.4% | $6,269-92.8% | $91+398.7% |