Filed June 27, 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 |
|---|---|---|
HANSON & CO. CPAS3 years Service code 10 · EIN 84-1046243 | Accounting | $14,000 |
Filed as: PHILLIPS CAPITAL Service code 17 1610 WYNKOOP STREET · DENVER, CO 80202 | Pension Consulting | $12,302 |
NEWPORT GROUP, INC.8+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Investment management;... | $1,100 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Participant loan ... | $727 |
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.)
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 | $108,459 | $81,900+32.4% | $119,609-9.3% | $68,494+58.3% |
| Participation rate | 23.7% | 71.9%-48.2pp | 79.3%-55.5pp | 67.9%-44.2pp |
| Annual return | -15.56% | -23.82%+8.3pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,991 | $4,148-52.0% | $5,602-64.5% | $4,027-50.6% |
| Admin fee / account holder | $654 | $6,582-90.1% | $10,323-93.7% | $5,403-87.9% |