Filed January 1, 2012 (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 |
|---|---|---|
WILLIAM BLAIR1 year Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $8,738 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,211 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,164 | $63,905-65.3% | $74,183-70.1% | $57,658-61.6% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.6%+0.2pp | 70.2%+6.6pp |
| Annual return | 5.55% | 60.60%-55.1pp | 17.74%-12.2pp | 5.13%+0.4pp |
| Employer contribution / active EE | $779 | $1,840-57.7% | $2,370-67.1% | $1,974-60.5% |
| Participant deferral / active EE | $2,423 | $3,448-29.7% | $3,550-31.7% | $3,061-20.8% |
| Admin fee / account holder | $49 | $91-46.2% | $5,586-99.1% | $95-48.1% |