Filed January 6, 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 |
|---|---|---|
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $36,983 |
MATRIX TRUST COMPANY8 years Service code 49 · EIN 75-3182674 | Other Services | $13,698 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $13,698 |
Filed as: TPP RETIREMNET PLAN SPECIALISTS LLC Service code 10 · EIN 20-1301962 | Accounting | $6,468 |
Service code 60 | Sub-TA Fees | $0 |
FIIOC7 years Filed as: FIIOC INC Service code 37 · EIN 04-2647786 | Loan Processing | -$63,427 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $411,726 | $122,186+237.0% | $146,958+180.2% | $199,593+106.3% |
| Participation rate | 90.6% | 78.3%+12.3pp | 82.2%+8.4pp | 72.0%+18.6pp |
| Annual return | 15.22% | 30.56%-15.3pp | 418.34%-403.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $12,712 | $4,093+210.6% | $4,933+157.7% | $3,034+318.9% |
| Participant deferral / active EE | $16,583 | $8,502+95.0% | $8,070+105.5% | $5,087+226.0% |
| Admin fee / account holder | $434 | $179+142.7% | $12,998-96.7% | $269+61.4% |