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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $90,019 |
THOMAS BEAL4+ years Filed as: THOMAS MCDONALD PARTNERS LLC Service code 27 · EIN 20-2714559 | Advisory (Plan) | $30,000 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $14,200 |
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 | $45,102 | $65,118-30.7% | $76,768-41.2% | $55,725-19.1% |
| Participation rate | 98.2% | 79.6%+18.6pp | 77.0%+21.2pp | 70.9%+27.3pp |
| Annual return | -4.58% | -1.27%-3.3pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,765 | $1,941-9.0% | $2,485-29.0% | $2,078-15.0% |
| Participant deferral / active EE | $5,002 | $3,688+35.6% | $3,852+29.9% | $3,356+49.1% |
| Admin fee / account holder | $134 | $116+15.6% | $6,675-98.0% | $115+16.3% |