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 BLAIR2 years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $15,487 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,523 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,738 |
ADP BROKER-DEALER2 years 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 | $130,825 | $54,762+138.9% | $90,281+44.9% | $72,985+79.3% |
| Participation rate | 94.8% | 65.1%+29.7pp | 73.3%+21.5pp | 69.5%+25.3pp |
| Annual return | 21.18% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $3,873 | $2,092+85.1% | $2,854+35.7% | $2,440+58.8% |
| Participant deferral / active EE | $9,509 | $2,887+229.4% | $3,885+144.8% | $3,607+163.6% |
| Admin fee / account holder | $293 | $3,972-92.6% | $5,351-94.5% | $5,124-94.3% |