Filed January 17, 2006
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 8-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $50,602 |
Service code 55 · EIN 45-2514987 | Other Commissions | $30,596 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $14,000 |
THINKSHAPES MAIL1 year Service code 49 5463 WEST WATERS AVENUE · TAMPA, FL 33634 | Other Services | $617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $67,693 | $45,382+49.2% | $154,107-56.1% | $75,289-10.1% |
| Participation rate | 24.9% | 65.9%-41.0pp | 83.0%-58.1pp | 72.4%-47.5pp |
| Annual return | -7.14% | -0.47%-6.7pp | 735.12%-742.3pp | -0.04%-7.1pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,121 | $2,384-11.0% | $5,081-58.3% | $3,739-43.3% |
| Admin fee / account holder | $329 | $89+268.6% | $13,411-97.5% | $102+221.9% |