Filed April 10, 2007
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 |
|---|---|---|
ALLEGIS/ADAMS WEALTH ADVISORS1+ years Filed as: ALLEGIS WEALTH ADVISORS Service code 27 10235 SOUTH JORDAN GATEWAY · SOUTH JORDAN, UT 84095 | Advisory (Plan) | $89,841 |
MCCREADY & KEENE INC.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $28,639 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $11,503 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,859 | $50,898+35.3% | $171,082-59.8% | $55,167+24.8% |
| Participation rate | 98.0% | 63.3%+34.7pp | 76.7%+21.3pp | 69.0%+29.0pp |
| Annual return | 2.56% | 15.34%-12.8pp | 32.56%-30.0pp | 169.23%-166.7pp |
| Employer contribution / active EE | $2,872 | $1,433+100.4% | $4,002-28.2% | $1,963+46.3% |
| Participant deferral / active EE | $2,350 | $2,994-21.5% | $4,797-51.0% | $3,054-23.1% |
| Admin fee / account holder | $622 | $500+24.5% | $8,520-92.7% | $504+23.4% |