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 | Participant communication; Float reve... | $312,276 |
AON CONSULTING5+ years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $69,023 |
ANTON COLLINS MITCHELL LLP2 years Filed as: ACM, LLP Service code 10 · EIN 01-0724563 | Accounting | $45,000 |
Filed as: CAPITAL MGMT SERVICES, INC. Service code 27 · EIN 43-1410129 | Advisory (Plan) | $8,625 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3,788 |
NATIONAL FINANCIAL SERVICES6+ 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 | $119,595 | $127,481-6.2% | $149,696-20.1% | $90,288+32.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 18.43% | 57.78%-39.4pp | 276.60%-258.2pp | 53.97%-35.5pp |
| Employer contribution / active EE | $2,358 | $3,448-31.6% | $4,644-49.2% | $2,524-6.6% |
| Participant deferral / active EE | $8,945 | $6,975+28.2% | $6,842+30.7% | $4,232+111.3% |
| Admin fee / account holder | $96 | $152-37.0% | $9,309-99.0% | $114-16.2% |