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 | Investment management; Finders' fees ... | $289,524 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $36,232 |
Filed as: ACM, LLP Service code 10 · EIN 01-0724563 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $749 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $106,763 | $101,523+5.2% | $141,162-24.4% | $77,787+37.3% |
| Participation rate | 99.5% | 77.4%+22.1pp | 82.5%+17.0pp | 73.2%+26.3pp |
| Annual return | 22.03% | 56.22%-34.2pp | 71.39%-49.4pp | 32.57%-10.5pp |
| Employer contribution / active EE | $2,263 | $3,341-32.3% | $4,735-52.2% | $2,504-9.6% |
| Participant deferral / active EE | $8,510 | $6,434+32.3% | $6,709+26.8% | $3,967+114.5% |
| Admin fee / account holder | $103 | $92+12.6% | $10,261-99.0% | $100+3.0% |