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 | $97,358 |
Service code 99 · EIN 45-2514987 | Other Fees | $37,055 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,993 | $47,456+26.4% | $172,739-65.3% | $77,787-22.9% |
| Participation rate | 33.5% | 66.3%-32.8pp | 82.6%-49.1pp | 73.2%-39.7pp |
| Annual return | 20.01% | 35.57%-15.6pp | 802.84%-782.8pp | 32.57%-12.6pp |
| Employer contribution / active EE | $30 | $1,574-98.1% | $5,143-99.4% | $2,504-98.8% |
| Participant deferral / active EE | $2,419 | $2,560-5.5% | $5,198-53.5% | $3,967-39.0% |
| Admin fee / account holder | $345 | $81+326.7% | $13,954-97.5% | $100+244.8% |