Filed June 8, 2009 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $612,789 |
CAMMACK LARHETTE ADVISORS1+ years Service code 16 · EIN 20-4668732 | Consulting | $200,000 |
FEELEY & DRISCOLL, PC1+ years Service code 10 · EIN 04-2684828 | Accounting | $18,250 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $645 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,332 | $63,964+8.4% | $147,614-53.0% | $67,505+2.7% |
| Participation rate | 99.8% | 68.6%+31.2pp | 84.6%+15.2pp | 71.2%+28.6pp |
| Annual return | -0.16% | 9.05%-9.2pp | 61.98%-62.1pp | 6.52%-6.7pp |
| Employer contribution / active EE | $2,389 | $1,618+47.7% | $5,564-57.1% | $2,173+10.0% |
| Participant deferral / active EE | $4,228 | $2,589+63.3% | $4,895-13.6% | $3,597+17.6% |
| Admin fee / account holder | $97 | $43+125.8% | $11,611-99.2% | $56+72.1% |