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 SERVICES6+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $32,810 |
LOOMIS SAYLES5 years Service code 51 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $15,525 |
WELLS FARGO BANK, N.A.2 years Service code 19 · EIN 94-1347393 101 N PHILLIPS AVE · SOUIX FALLS, SD 57104 | Securities Custodian | $6,315 |
BACHELER & COMPANY PC2 years Filed as: BACHELER & COMPANY, P.C. Service code 10 · EIN 23-2978066 400 S KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $5,750 |
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 | $120,157 | $54,590+120.1% | $81,930+46.7% | $73,488+63.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 9.92% | 17.74%-7.8pp | 29.49%-19.6pp | 28.51%-18.6pp |
| Employer contribution / active EE | $6,383 | $1,636+290.2% | $4,310+48.1% | $2,270+181.2% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $412 | $592-30.3% | $5,158-92.0% | $513-19.6% |