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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $89,917 |
THOMAS BEAL3+ years Filed as: THOMAS MCDONALD PARTNERS LLC Service code 27 · EIN 20-2714559 | Advisory (Plan) | $56,666 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $21,400 |
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 | $48,398 | $69,305-30.2% | $82,313-41.2% | $69,631-30.5% |
| Participation rate | 98.7% | 80.3%+18.5pp | 76.9%+21.8pp | 70.7%+28.0pp |
| Annual return | 18.65% | 21.47%-2.8pp | 25.88%-7.2pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,636 | $1,887-13.3% | $2,428-32.6% | $2,032-19.5% |
| Participant deferral / active EE | $4,552 | $3,568+27.6% | $3,706+22.8% | $3,224+41.2% |
| Admin fee / account holder | $168 | $97+72.9% | $5,608-97.0% | $110+52.1% |