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 & COMPANY4+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $206,039 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $30,618 |
NATIONAL FINANCIAL SERVICES4+ years Service code 13 · EIN 04-3523567 | Contract Administrator | $22,910 |
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 | $51,361 | $82,546-37.8% | $140,016-63.3% | $75,289-31.8% |
| Participation rate | 97.5% | 88.4%+9.1pp | 87.5%+10.0pp | 72.4%+25.0pp |
| Annual return | -5.05% | -0.36%-4.7pp | 651.12%-656.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $3,805 | $3,856-1.3% | $5,606-32.1% | $2,405+58.2% |
| Participant deferral / active EE | $6,838 | $5,731+19.3% | $6,927-1.3% | $3,739+82.9% |
| Admin fee / account holder | $117 | $86+36.7% | $10,705-98.9% | $102+14.6% |