Filed August 30, 2005
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 |
|---|---|---|
REYNOLDS CONSULTING SERVICES5+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $32,810 |
LOOMIS SAYLES4 years Service code 51 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $17,234 |
WILLIG, WILLIAMS & DAVIDSON5+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $8,507 |
WELLS FARGO BANK, N.A.1 year Service code 19 · EIN 94-1347393 101 N PHILLIPS AVE · SOUIX FALLS, SD 57104 | Securities Custodian | $6,934 |
BACHELER & COMPANY PC1 year Filed as: BACHELER & COMPANY, P.C. Service code 10 · EIN 23-2978066 400 S KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $4,750 |
Service code 13 · EIN 20-4056745 2500 MCCLELLAN AVENUE · PENNSAUKEN, NJ 08109 | Contract Administrator | $4,106 |
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 | $115,444 | $50,666+127.9% | $76,817+50.3% | $65,185+77.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 14.76% | 28.51%-13.8pp | 1166.11%-1151.3pp | 29.38%-14.6pp |
| Employer contribution / active EE | $6,695 | $1,575+325.1% | $2,302+190.8% | $2,177+207.6% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $446 | $463-3.6% | $6,420-93.0% | $847-47.3% |