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 BLAIR2 years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $30,583 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,357 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $30,182 | $69,305-56.4% | $82,313-63.3% | $69,631-56.7% |
| Participation rate | 74.5% | 80.3%-5.8pp | 76.9%-2.4pp | 70.7%+3.8pp |
| Annual return | 22.48% | 21.47%+1.0pp | 25.88%-3.4pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $959 | $1,887-49.2% | $2,428-60.5% | $2,032-52.8% |
| Participant deferral / active EE | $3,065 | $3,568-14.1% | $3,706-17.3% | $3,224-4.9% |
| Admin fee / account holder | $88 | $97-9.4% | $5,608-98.4% | $110-20.3% |