Filed July 20, 2010 (most recent of 2 filings on file)
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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Service code 37 · EIN 20-4668732 | Loan Processing | $56,650 |
Filed as: FIDELITY INV INST OPER COMP, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $25,289 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $24,724 |
SIERRA-CEDAR1 year Filed as: SIERRA-CEDAR, INC. Service code 15 · EIN 58-2548193 | Recordkeeping | $9,799 |
DAVID ROMANO3+ years Filed as: DAVID K. CARBONI DBA DKC RET ASSOC Service code 37 · EIN 06-1466133 | Loan Processing | $9,000 |
WORKDAY, INC.1 year Service code 15 · EIN 20-2480422 | Recordkeeping | $8,000 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN - PENFACTS Service code 13 · EIN 35-1140070 | Contract Administrator | $445 |
Filed as: FIDELITY INV INST OPER COMP Service code 60 | Sub-TA Fees | $0 |
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 | $169,689 | $87,173+94.7% | $59,878+183.4% | $75,289+125.4% |
| Participation rate | 93.7% | 74.5%+19.2pp | 74.7%+19.0pp | 72.4%+21.2pp |
| Annual return | -2.92% | -2.14%-0.8pp | 3.46%-6.4pp | -0.04%-2.9pp |
| Employer contribution / active EE | $6,280 | $3,473+80.8% | $2,722+130.7% | $2,405+161.1% |
| Participant deferral / active EE | $6,003 | $3,379+77.7% | $3,402+76.5% | $3,739+60.6% |
| Admin fee / account holder | $64 | $75-14.7% | $3,590-98.2% | $102-37.7% |