Filed May 25, 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 |
|---|---|---|
DUNCAN & HALEY LTD8+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $47,500 |
NWPS3 years Service code 13 · EIN 91-2090931 | Contract Administrator | $16,189 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO Service code 13 · EIN 75-3182674 | Contract Administrator | $10,051 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,363 | $54,350+415.9% | $82,719+238.9% | $68,494+309.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.86% | -13.67%-1.2pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $17,247 | $2,218+677.6% | $3,009+473.2% | $2,596+564.3% |
| Participant deferral / active EE | $13,451 | $3,246+314.4% | $4,395+206.1% | $4,027+234.0% |
| Admin fee / account holder | $829 | $4,395-81.1% | $5,329-84.5% | $5,403-84.7% |