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 ADVISORS4+ years Service code 37 · EIN 20-4668732 | Loan Processing | $58,350 |
Service code 16 · EIN 46-3949088 | Consulting | $47,445 |
SIERRA-CEDAR2 years Filed as: SIERRA-CEDAR, INC. Service code 15 · EIN 58-2548193 | Recordkeeping | $28,245 |
Filed as: FIDELITY INV INST OPER COMP, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $24,761 |
WORKDAY, INC.2 years Service code 15 · EIN 20-2480422 | Recordkeeping | $22,000 |
Filed as: MINTZ, LEVIN, COHEN, FERRIS, GLOVSK Service code 29 · EIN 04-2718459 | Legal | $14,775 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $12,125 |
TIAA1 year Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 37 · EIN 13-1624203 | Loan Processing | $9,805 |
DAVID ROMANO4+ years Filed as: DAVID K. CARBONI DBA DKC RET ASSOC Service code 37 · EIN 06-1466133 | Loan Processing | $8,500 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN - PENFACTS Service code 13 · EIN 35-1140070 | Contract Administrator | $401 |
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 | $182,456 | $204,517-10.8% | $69,455+162.7% | $77,787+134.6% |
| Participation rate | 94.6% | 74.6%+20.0pp | 74.6%+20.0pp | 73.2%+21.4pp |
| Annual return | 18.11% | 22.10%-4.0pp | 28.97%-10.9pp | 32.57%-14.5pp |
| Employer contribution / active EE | $5,580 | $3,548+57.3% | $2,779+100.8% | $2,504+122.8% |
| Participant deferral / active EE | $5,090 | $3,478+46.3% | $3,535+44.0% | $3,967+28.3% |
| Admin fee / account holder | $103 | $101+2.0% | $3,839-97.3% | $100+2.5% |