Filed January 26, 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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $110,550 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $53,966 |
Service code 15 · EIN 44-9619342 | Recordkeeping | $10,000 |
PEGGY S. EDGE, CPA, LLC4 years Filed as: PEGGY S. EDGE CPA LLC Service code 15 · EIN 26-4527814 | Recordkeeping | $9,000 |
Filed as: CRESCENDO RETIREMENT PLAN ADVISORS, Service code 15 · EIN 99-2772395 | Recordkeeping | $6,344 |
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 | $52,532 | $88,890-40.9% | $102,423-48.7% | $77,643-32.3% |
| Participation rate | 72.3% | 80.9%-8.6pp | 76.5%-4.2pp | 70.6%+1.7pp |
| Annual return | 11.22% | 24.98%-13.8pp | 29.32%-18.1pp | 31.24%-20.0pp |
| Employer contribution / active EE | $2,727 | $2,698+1.1% | $3,023-9.8% | $2,7260% |
| Participant deferral / active EE | $3,391 | $5,145-34.1% | $5,053-32.9% | $4,647-27.0% |
| Admin fee / account holder | $545 | $235+131.6% | $9,451-94.2% | $430+26.7% |