Filed April 2, 2010 (most recent of 2 filings on file)
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 4-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 |
|---|---|---|
GLADING GROUP1+ years Service code 27 · EIN 71-0912527 | Advisory (Plan) | $56,713 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $18,037 |
RSM US LLP1+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $9,500 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,176 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $103,856 | $75,760+37.1% | $123,104-15.6% | $59,188+75.5% |
| Participation rate | 96.6% | 86.0%+10.5pp | 86.8%+9.8pp | 69.4%+27.2pp |
| Annual return | 1.65% | 2.93%-1.3pp | 13.22%-11.6pp | 5.51%-3.9pp |
| Employer contribution / active EE | $1,838 | $3,415-46.2% | $5,151-64.3% | $2,098-12.4% |
| Participant deferral / active EE | $5,625 | $5,000+12.5% | $6,230-9.7% | $3,265+72.3% |
| Admin fee / account holder | $67 | $61+9.9% | $9,015-99.3% | $92-27.6% |