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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $115,117 |
THOMAS BEAL2+ 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 | $45,003 | $63,905-29.6% | $74,183-39.3% | $57,658-21.9% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.6%+19.0pp | 70.2%+25.4pp |
| Annual return | 13.26% | 60.60%-47.3pp | 17.74%-4.5pp | 5.13%+8.1pp |
| Employer contribution / active EE | $1,670 | $1,840-9.3% | $2,370-29.5% | $1,974-15.4% |
| Participant deferral / active EE | $4,631 | $3,448+34.3% | $3,550+30.5% | $3,061+51.3% |
| Admin fee / account holder | $180 | $91+97.5% | $5,586-96.8% | $95+90.3% |