Filed June 8, 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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $34,385 |
FARO ADVISORY1 year Service code 26 333 W WACKER DR, FLOOR 6 · CHICAGO, IL 60606 | Advisory (Participants) | $15,998 |
DUBUQUE BANK & TRUST COMPANY6 years Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $0 |
TOROSO INVESTMENTS10+ years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,220 | $55,415-36.4% | $155,509-77.4% | $74,495-52.7% |
| Participation rate | 78.4% | 61.9%+16.5pp | 78.2%+0.2pp | 67.2%+11.2pp |
| Annual return | 13.02% | 268.50%-255.5pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $385 | $2,267-83.0% | $4,672-91.8% | $2,623-85.3% |
| Participant deferral / active EE | $3,308 | $2,836+16.6% | $5,626-41.2% | $4,346-23.9% |
| Admin fee / account holder | $206 | $1,738-88.2% | $15,912-98.7% | $1,942-89.4% |