Filed August 3, 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 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 |
|---|---|---|
WSRP, LLC3 years Filed as: WSRP Service code 10 155 N 400 W · SALT LAKE CITY, UT 84103 | Accounting | $27,000 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $16,654 |
Service code 34 4525 WASATCH BLVD · MILLCREEK, UT 84124 | Valuation (appraisals, etc.); Other fees | $6,600 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND AND HEART Service code 29 222 S MAIN ST · SALT LAKE CITY, UT 84101 | Legal | $5,658 |
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 | $205,930 | $80,731+155.1% | $103,374+99.2% | $74,546+176.2% |
| Participation rate | 99.0% | 65.7%+33.4pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 58.12% | 27.56%+30.6pp | 24.89%+33.2pp | 1366.03%-1307.9pp |
| Employer contribution / active EE | $4,615 | $3,158+46.2% | $3,869+19.3% | $2,624+75.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $313 | $2,369-86.8% | $8,394-96.3% | $1,944-83.9% |