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 |
|---|---|---|
RICETEC INC5+ years Service code 10 PO BOX 1305 · ALVIN, TX 77512 | Accounting | $53,572 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 320 WEST 57TH ST · NEW YORK, NY 10019 | Advisory (Plan) | $50,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,668 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,913 |
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 | $142,752 | $61,473+132.2% | $81,930+74.2% | $73,409+94.5% |
| Participation rate | 84.8% | 72.4%+12.4pp | 72.0%+12.8pp | 72.2%+12.6pp |
| Annual return | 18.97% | 28.26%-9.3pp | 29.49%-10.5pp | 59.29%-40.3pp |
| Employer contribution / active EE | $3,914 | $1,898+106.2% | $4,310-9.2% | $2,234+75.2% |
| Participant deferral / active EE | $6,360 | $3,080+106.5% | $7,107-10.5% | $3,805+67.1% |
| Admin fee / account holder | $406 | $125+223.6% | $5,158-92.1% | $158+157.2% |