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 SERVICES8+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $32,810 |
LOOMIS SAYLES7 years Service code 51 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $14,871 |
WILLIG, WILLIAMS & DAVIDSON8+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $9,754 |
Service code 12 · EIN 20-4056745 2500 MCCLELLAN AVENUE · PENNSAUKEN, NJ 08109 | Plan Administrator; Recordkeeping and... | $8,162 |
Filed as: PRINCIPAL TRUST COMPANY Service code 18 · EIN 42-1520346 711 HIGH STREET · DES MOINES, IA 50392 | Trustee (bank, trust company, or simi... | $5,975 |
BACHELER & COMPANY PC4 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,309 | $50,199+137.7% | $70,092+70.2% | $66,914+78.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -11.08% | -13.85%+2.8pp | 190.73%-201.8pp | 1.58%-12.7pp |
| Employer contribution / active EE | $6,481 | $1,864+247.7% | $2,559+153.3% | $2,544+154.7% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $539 | $600-10.2% | $6,267-91.4% | $593-9.2% |