Filed February 25, 2010
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 | Claims processing; Sales loads (front... | $257,531 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $46,040 |
ANTON COLLINS MITCHELL LLP1+ years Filed as: ACM- ANTON COLLINS MITCHELL, LLP Service code 10 · EIN 01-0724563 | Accounting | $20,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $100 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $99,296 | $85,635+16.0% | $123,892-19.9% | $63,975+55.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 81.4%+18.6pp | 71.1%+28.9pp |
| Annual return | 8.51% | 15.74%-7.2pp | 47.52%-39.0pp | 48.65%-40.1pp |
| Employer contribution / active EE | $2,242 | $3,076-27.1% | $4,617-51.4% | $2,182+2.8% |
| Participant deferral / active EE | $8,478 | $5,667+49.6% | $5,984+41.7% | $3,356+152.6% |
| Admin fee / account holder | $131 | $75+74.4% | $8,357-98.4% | $70+85.5% |