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 SERVICES9+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD, SUITE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $32,810 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 18 200 BERKELEY STREET · BOSTON, MA 02116 | Direct payment from the plan; Trustee... | $30,556 |
LOOMIS SAYLES8 years Service code 51 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $14,747 |
BACHELER & COMPANY PC1 year Service code 10 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $9,240 |
Service code 12 · EIN 20-4056745 2500 MCCLELLAN AVENUE, SUITE 140 · PENNSAUKEN, NJ 08109 | Claims processing; Plan Administrator... | $7,548 |
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 | $150,822 | $56,423+167.3% | $77,163+95.5% | $71,457+111.1% |
| Participation rate | 73.9% | 64.3%+9.6pp | 69.6%+4.3pp | 67.9%+6.0pp |
| Annual return | 9.85% | 19.05%-9.2pp | 37.87%-28.0pp | 28.85%-19.0pp |
| Employer contribution / active EE | $4,861 | $1,866+160.5% | $2,535+91.8% | $2,588+87.9% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,289-100.0% |
| Admin fee / account holder | $848 | $1,429-40.7% | $5,472-84.5% | $1,587-46.6% |