Filed January 5, 2010 (most recent of 3 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB Service code 26 · EIN 94-3149038 | Advisory (Participants) | $150,276 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT Service code 20 · EIN 36-4001764 | Trustee (individual) | $82,582 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $55,925 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $38,856 |
Filed as: OCTOBER THREE CONSULTING, LLC Service code 11 · EIN 27-1175487 | Actuarial | $19,023 |
BAKER NEWMAN NOYES10+ years Filed as: BAKER, NEWMAN AND NOYES Service code 10 · EIN 01-0494526 | Accounting | $15,750 |
VERRILL DANA LLP2 years Service code 29 · EIN 01-0176117 | Legal | $10,074 |
STATE STREET GLOBAL ADVISORS3 years Filed as: SSGA REAL ASSET Service code 25 ONE IRON STREET · BOSTON, MA 02210 | Directed Trustee | $8,503 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,005-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.7%-43.7pp | 0.0%0pp |
| Annual return | 5.02% | 8.50%-3.5pp | 9.83%-4.8pp | 8.76%-3.7pp |
| Employer contribution / active EE | $3,895 | $11,009-64.6% | $30,326-87.2% | $16,640-76.6% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |