Filed March 11, 1996
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 13 · EIN 42-0012729 | Contract Administrator | $65,137 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS LLC Service code 27 · EIN 27-2388726 | Advisory (Plan) | $35,229 |
LBMC, PC5 years Service code 10 · EIN 62-1199757 | Accounting | $12,200 |
EMPLOYEE BENEFITS GROUP, LLC7 years Service code 13 · EIN 73-1554797 | Contract Administrator | $7,224 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,731 | $104,919-47.8% | $116,228-52.9% | $85,563-36.0% |
| Participation rate | 77.3% | 78.6%-1.3pp | 74.6%+2.7pp | 66.0%+11.3pp |
| Annual return | 14.91% | 15.38%-0.5pp | 90.06%-75.2pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,520 | $3,485-56.4% | $2,994-49.2% | $2,654-42.7% |
| Participant deferral / active EE | $1,497 | $5,306-71.8% | $4,953-69.8% | $4,375-65.8% |
| Admin fee / account holder | $254 | $429-40.8% | $11,989-97.9% | $834-69.6% |