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 | Direct payment from the plan; Distrib... | $331,647 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENT TRUST CO Service code 27 · EIN 91-1116938 | Advisory (Plan) | $74,520 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $25,134 |
Service code 27 · EIN 43-1410129 | Advisory (Plan) | $11,220 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,992 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,241 | $95,388+6.1% | $125,339-19.2% | $77,904+30.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -16.90% | 116.19%-133.1pp | 572.05%-589.0pp | 12.21%-29.1pp |
| Employer contribution / active EE | $2,603 | $3,666-29.0% | $4,814-45.9% | $2,848-8.6% |
| Participant deferral / active EE | $9,864 | $7,711+27.9% | $7,446+32.5% | $4,806+105.3% |
| Admin fee / account holder | $103 | $119-13.0% | $10,010-99.0% | $133-22.0% |