Filed February 21, 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 |
|---|---|---|
INGHAM & COMPANY1+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $189,623 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $19,327 |
NATIONAL FINANCIAL SERVICES1+ years Service code 13 · EIN 04-3523567 | Contract Administrator | $18,958 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees; Distr... | $0 |
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 | $30,818 | $75,760-59.3% | $123,104-75.0% | $59,188-47.9% |
| Participation rate | 96.9% | 86.0%+10.9pp | 86.8%+10.1pp | 69.4%+27.5pp |
| Annual return | 1.21% | 2.93%-1.7pp | 13.22%-12.0pp | 5.51%-4.3pp |
| Employer contribution / active EE | $3,108 | $3,415-9.0% | $5,151-39.7% | $2,098+48.2% |
| Participant deferral / active EE | $5,346 | $5,000+6.9% | $6,230-14.2% | $3,265+63.8% |
| Admin fee / account holder | $97 | $61+60.4% | $9,015-98.9% | $92+5.6% |