Filed January 6, 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 |
|---|---|---|
CFO4LIFE1+ years Service code 27 735 PLAZA BLVD. SUITE 100 · COPPELL, TX 75019 | Advisory (Plan) | $21,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,844 |
FIDUCIARY CONSULTING GROUP1+ years Service code 16 · EIN 20-2807852 | Consulting | $16,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,150 | $47,969+48.3% | $85,969-17.2% | $52,331+36.0% |
| Participation rate | 67.5% | 61.7%+5.8pp | 76.5%-9.0pp | 68.1%-0.6pp |
| Annual return | -1.04% | -0.13%-0.9pp | 9.32%-10.4pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,127 | $1,460-22.8% | $3,474-67.6% | $1,882-40.1% |
| Participant deferral / active EE | $2,934 | $2,110+39.1% | $3,829-23.4% | $3,022-2.9% |
| Admin fee / account holder | $467 | $530-11.8% | $6,053-92.3% | $592-21.0% |