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 | $36,450 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $36,097 |
STEPHEN HORN INSURANCE SERVICES7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,601 | $86,225+123.4% | $146,665+31.3% | $86,799+121.9% |
| Participation rate | 95.7% | 78.0%+17.8pp | 80.1%+15.7pp | 72.3%+23.4pp |
| Annual return | 9.59% | 31.23%-21.6pp | 22.74%-13.2pp | 97.91%-88.3pp |
| Employer contribution / active EE | $9,666 | $2,392+304.1% | $4,136+133.7% | $2,405+301.9% |
| Participant deferral / active EE | $9,791 | $4,245+130.7% | $5,506+77.8% | $4,131+137.0% |
| Admin fee / account holder | $427 | $195+118.8% | $10,280-95.8% | $170+152.0% |