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 |
|---|---|---|
Service code 16 · EIN 81-0635433 | Consulting | $72,900 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $44,417 |
STEPHEN HORN INSURANCE SERVICES5+ years Filed as: STEPHEN C HIMEL - CERTIFIED PUBLIC Service code 10 · EIN 20-8410792 | Accounting | $13,750 |
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 | $162,009 | $69,159+134.3% | $125,175+29.4% | $67,579+139.7% |
| Participation rate | 95.7% | 78.2%+17.4pp | 79.8%+15.9pp | 71.3%+24.4pp |
| Annual return | 16.03% | 27.12%-11.1pp | 43.79%-27.8pp | 378.56%-362.5pp |
| Employer contribution / active EE | $6,797 | $2,023+235.9% | $3,865+75.8% | $2,148+216.5% |
| Participant deferral / active EE | $7,488 | $3,700+102.4% | $4,937+51.7% | $3,539+111.6% |
| Admin fee / account holder | $433 | $142+205.6% | $9,702-95.5% | $142+204.5% |