Filed July 14, 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 |
|---|---|---|
SHUSTER ADVISORY GROUP, LLC3 years Service code 99 · EIN 46-4984194 | Other Fees | $33,333 |
ACTUARIAL BENEFITS CORP8 years Service code 49 · EIN 20-1054428 SUITE 300 2790 SKYPARK DR · TORRANCE, CA 90505 | Other Services | $9,012 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,308 | $71,516+78.0% | $98,439+29.3% | $71,457+78.2% |
| Participation rate | 69.9% | 72.7%-2.8pp | 75.2%-5.3pp | 67.9%+2.0pp |
| Annual return | 13.48% | 32.41%-18.9pp | 21.16%-7.7pp | 28.85%-15.4pp |
| Employer contribution / active EE | $4,423 | $2,399+84.4% | $3,048+45.1% | $2,588+70.9% |
| Participant deferral / active EE | $4,410 | $4,109+7.3% | $4,738-6.9% | $4,289+2.8% |
| Admin fee / account holder | $393 | $1,675-76.5% | $8,948-95.6% | $1,587-75.3% |