Filed March 25, 2005
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 |
|---|---|---|
WILLIAM BLAIR1 year Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $18,157 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,465 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $132,732 | $49,177+169.9% | $79,464+67.0% | $64,186+106.8% |
| Participation rate | 90.0% | 65.0%+25.0pp | 73.3%+16.7pp | 69.6%+20.4pp |
| Annual return | -0.99% | -1.16%+0.2pp | 718.14%-719.1pp | 7.63%-8.6pp |
| Employer contribution / active EE | $3,349 | $2,076+61.3% | $2,800+19.6% | $2,381+40.7% |
| Participant deferral / active EE | $9,127 | $2,821+223.5% | $3,704+146.4% | $3,470+163.1% |
| Admin fee / account holder | $49 | $3,839-98.7% | $5,113-99.0% | $4,888-99.0% |