Filed December 10, 2009
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $132,513 |
THOMAS BEAL1+ years Filed as: THOMAS MCDONALD PARTNERS LLC Service code 27 · EIN 20-2714559 | Advisory (Plan) | $40,000 |
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 | $34,961 | $72,770-52.0% | $67,652-48.3% | $55,191-36.7% |
| Participation rate | 99.5% | 78.8%+20.7pp | 75.7%+23.8pp | 69.2%+30.3pp |
| Annual return | -0.23% | -3.26%+3.0pp | 6625.04%-6625.3pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,756 | $1,769-0.7% | $2,266-22.5% | $1,899-7.5% |
| Participant deferral / active EE | $4,837 | $3,408+41.9% | $3,560+35.9% | $3,046+58.8% |
| Admin fee / account holder | $183 | $79+132.1% | $4,821-96.2% | $91+101.5% |