Filed February 20, 2009
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $261,929 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLEY VIRCHOW, KRAUSE, Service code 10 · EIN 39-0859910 | Accounting | $15,000 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850 | Participant Communication | $7,148 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 04-3113285 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,215 | $123,286-73.1% | $75,670-56.1% | $77,958-57.4% |
| Participation rate | 82.5% | 78.8%+3.8pp | 72.3%+10.2pp | 71.6%+10.9pp |
| Annual return | 24.17% | 20.45%+3.7pp | 27.34%-3.2pp | 20.87%+3.3pp |
| Employer contribution / active EE | $1,033 | $2,035-49.2% | $2,352-56.1% | $2,310-55.3% |
| Participant deferral / active EE | $1,520 | $3,095-50.9% | $3,142-51.6% | $3,537-57.0% |
| Admin fee / account holder | $125 | $144-13.2% | $5,800-97.8% | $97+28.6% |