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 LLP5 years Filed as: CROWE, LLC Service code 10 · EIN 35-0921680 | Accounting | $0 |
MATRIX TRUST COMPANY6 years Service code 25 · EIN 75-3182674 | Directed Trustee | $0 |
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $0 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $0 |
FIIOC5 years Filed as: FIIOC INC Service code 37 · EIN 04-2647786 | Loan Processing | -$4,486 |
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 | $309,653 | $95,388+224.6% | $125,339+147.1% | $77,904+297.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -15.91% | 116.19%-132.1pp | 572.05%-588.0pp | 12.21%-28.1pp |
| Employer contribution / active EE | $12,325 | $3,666+236.2% | $4,814+156.1% | $2,848+332.8% |
| Participant deferral / active EE | $16,434 | $7,711+113.1% | $7,446+120.7% | $4,806+242.0% |
| Admin fee / account holder | $439 | $119+269.4% | $10,010-95.6% | $133+231.3% |