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 SERVICES7+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $32,810 |
LOOMIS SAYLES6 years Service code 51 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $16,215 |
WELLS FARGO BANK, N.A.3 years Service code 18 · EIN 94-1347393 101 N PHILLIPS AVE · SOUIX FALLS, SD 57104 | Custodial (other than securities); Di... | $5,875 |
BACHELER & COMPANY PC3 years Filed as: BACHELER & COMPANY, P.C. Service code 10 · EIN 23-2978066 400 S KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $5,750 |
Service code 12 · EIN 20-4056745 2500 MCCLELLAN AVENUE · PENNSAUKEN, NJ 08109 | Plan Administrator; Direct payment fr... | $5,309 |
WILLIG, WILLIAMS & DAVIDSON7+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $3,643 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,559 | $59,584+137.6% | $86,874+62.9% | $79,386+78.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 12.45% | 23.15%-10.7pp | 63.52%-51.1pp | 116.85%-104.4pp |
| Employer contribution / active EE | $6,630 | $1,768+275.0% | $2,495+165.7% | $2,427+173.1% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $465 | $604-23.1% | $5,828-92.0% | $626-25.8% |