Filed April 1, 2008 (most recent of 3 filings on file)
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 |
|---|---|---|
WESTWOOD TRUST3+ years Filed as: WESTWOOD MANAGEMENT CORPORATION Service code 28 · EIN 36-2868317 | Investment Management | $158,302 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $91,150 |
Service code 50 PO BOX 417095 · BOSTON, MA 022417095 | Direct Payment | $5,484 |
ABEL NOSER SOLUTIONS2 years Filed as: ABEL NOSER CORP Service code 33 ONE BATTERY PARK PLAZA, 6TH FL · NEW YORK, NY 100041405 | Securities brokerage | $0 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,686 | $75,284+40.4% | $91,001+16.1% | $69,631+51.8% |
| Participation rate | 93.7% | 80.4%+13.3pp | 75.6%+18.1pp | 70.7%+23.0pp |
| Annual return | 19.70% | 48.40%-28.7pp | 4.60%+15.1pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $1,053 | $2,473-57.4% | $2,456-57.1% | $2,032-48.2% |
| Participant deferral / active EE | $3,493 | $3,700-5.6% | $3,547-1.5% | $3,224+8.4% |
| Admin fee / account holder | $331 | $111+199.2% | $5,417-93.9% | $110+199.6% |