Filed October 19, 2004
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 42-0127290 | Contract Administrator | $168,899 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $53,808 |
Filed as: JAYNES, REITMEIER, BOYD & THERRELL, Service code 10 · EIN 74-2533381 | Accounting | $6,200 |
GERMANIA FARM MUTUAL1 year Filed as: GERMANIA FARM MUTUAL INSURANCE ASSN Service code 49 · EIN 74-0643240 | Other Services | $5,148 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,186 | $129,021+4.0% | $184,203-27.2% | $77,643+72.8% |
| Participation rate | 98.2% | 87.3%+10.9pp | 86.8%+11.4pp | 70.6%+27.7pp |
| Annual return | 13.55% | 33.27%-19.7pp | 28.81%-15.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $5,335 | $4,413+20.9% | $6,427-17.0% | $2,726+95.7% |
| Participant deferral / active EE | $6,371 | $7,297-12.7% | $9,131-30.2% | $4,647+37.1% |
| Admin fee / account holder | $300 | $254+18.3% | $13,901-97.8% | $430-30.2% |