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 & HOLST4+ years Filed as: SLOY, DAHL & HOLST, INC. Service code 26 · EIN 93-0989022 | Advisory (Participants) | $58,195 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $22,010 |
PERKINS & CO4+ years Filed as: PERKINS & CO., P.C. Service code 10 · EIN 93-0928924 | Accounting | $19,080 |
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.
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 | $80,245 | $86,332-7.1% | $125,175-35.9% | $65,185+23.1% |
| Participation rate | 71.3% | 75.3%-4.1pp | 79.8%-8.5pp | 70.2%+1.1pp |
| Annual return | -6.44% | 27.43%-33.9pp | 43.79%-50.2pp | 29.38%-35.8pp |
| Employer contribution / active EE | $1,018 | $2,040-50.1% | $3,865-73.7% | $2,177-53.3% |
| Participant deferral / active EE | $3,322 | $3,537-6.1% | $4,937-32.7% | $3,514-5.5% |
| Admin fee / account holder | $735 | $609+20.7% | $9,702-92.4% | $847-13.2% |