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 | $41,450 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $38,036 |
STEPHEN HORN INSURANCE SERVICES8+ years Filed as: STEPHEN C HIMEL - CERTIFIED PUBLIC Service code 10 · EIN 20-8410792 | Accounting | $15,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,373 | $71,142+139.5% | $119,609+42.4% | $64,808+162.9% |
| Participation rate | 96.8% | 78.6%+18.2pp | 79.3%+17.6pp | 71.5%+25.4pp |
| Annual return | -9.14% | -10.01%+0.9pp | -14.97%+5.8pp | 32.82%-42.0pp |
| Employer contribution / active EE | $10,285 | $2,497+311.8% | $4,232+143.0% | $2,506+310.4% |
| Participant deferral / active EE | $9,099 | $4,490+102.7% | $5,602+62.4% | $4,310+111.1% |
| Admin fee / account holder | $448 | $162+176.1% | $10,323-95.7% | $188+138.4% |