Filed October 17, 2008 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 320 WEST 57TH ST · NEW YORK, NY 10019 | Advisory (Plan) | $59,520 |
RICETEC INC4+ years Service code 10 PO BOX 1305 · ALVIN, TX 77512 | Accounting | $19,060 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,411 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,480 | $50,666+127.9% | $76,817+50.3% | $65,185+77.2% |
| Participation rate | 83.5% | 68.8%+14.7pp | 72.1%+11.4pp | 70.2%+13.3pp |
| Annual return | 22.44% | 28.51%-6.1pp | 1166.11%-1143.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $3,835 | $1,575+143.5% | $2,302+66.6% | $2,177+76.2% |
| Participant deferral / active EE | $6,256 | $2,647+136.4% | $3,336+87.5% | $3,514+78.0% |
| Admin fee / account holder | $304 | $463-34.4% | $6,420-95.3% | $847-64.1% |