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 TRUST5+ years Filed as: WESTWOOD MANAGEMENT CORPORATION Service code 28 · EIN 36-2868317 | Investment Management | $179,874 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $76,204 |
ABEL NOSER SOLUTIONS4 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 NA5+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
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 | $96,072 | $74,347+29.2% | $93,606+2.6% | $67,579+42.2% |
| Participation rate | 97.0% | 80.6%+16.3pp | 75.8%+21.1pp | 71.3%+25.7pp |
| Annual return | 24.38% | 28.07%-3.7pp | 32.76%-8.4pp | 378.56%-354.2pp |
| Employer contribution / active EE | $1,131 | $2,583-56.2% | $2,718-58.4% | $2,148-47.3% |
| Participant deferral / active EE | $3,993 | $4,060-1.7% | $4,069-1.9% | $3,539+12.8% |
| Admin fee / account holder | $295 | $123+140.2% | $7,888-96.3% | $142+107.1% |