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; Investm... | $360,067 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENT TRUST CO Service code 27 · EIN 91-1116938 | Advisory (Plan) | $172,434 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $17,848 |
CAPITAL MGMT SERVICES INC2 years Service code 27 · EIN 43-1410129 | Advisory (Plan) | $11,337 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3,241 |
NATIONAL FINANCIAL SERVICES9+ 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 | $111,818 | $107,459+4.1% | $135,903-17.7% | $80,160+39.5% |
| Participation rate | 96.9% | 78.0%+18.8pp | 81.9%+15.0pp | 72.9%+24.0pp |
| Annual return | 21.03% | 91.91%-70.9pp | 68.23%-47.2pp | 40.38%-19.4pp |
| Employer contribution / active EE | $2,750 | $3,877-29.1% | $4,856-43.4% | $2,978-7.6% |
| Participant deferral / active EE | $10,052 | $8,195+22.7% | $7,758+29.6% | $5,017+100.3% |
| Admin fee / account holder | $120 | $127-5.1% | $10,762-98.9% | $145-16.9% |