Filed October 18, 2004
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 9-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 |
|---|---|---|
SLOY DAHL & HOLST3+ years Filed as: SLOY, DAHL & HOLST, INC. Service code 26 · EIN 93-0989022 | Advisory (Participants) | $55,372 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $28,189 |
PERKINS & CO3+ years Filed as: PERKINS & CO., P.C. Service code 10 · EIN 93-0928924 | Accounting | $4,706 |
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.)
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 | $96,966 | $66,302+46.2% | $110,238-12.0% | $56,287+72.3% |
| Participation rate | 58.6% | 74.9%-16.3pp | 79.8%-21.2pp | 69.9%-11.2pp |
| Annual return | 19.00% | -1.18%+20.2pp | 314.74%-295.7pp | -9.96%+29.0pp |
| Employer contribution / active EE | $942 | $2,047-54.0% | $3,826-75.4% | $2,111-55.4% |
| Participant deferral / active EE | $2,967 | $3,381-12.3% | $4,672-36.5% | $3,350-11.4% |
| Admin fee / account holder | $761 | $698+8.9% | $8,547-91.1% | $521+46.1% |