Filed March 11, 2010
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $138,974 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $32,025 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,788 | $95,388-34.2% | $125,339-49.9% | $77,904-19.4% |
| Participation rate | 95.1% | 78.6%+16.5pp | 82.4%+12.8pp | 73.7%+21.5pp |
| Annual return | -15.86% | 116.19%-132.1pp | 572.05%-587.9pp | 12.21%-28.1pp |
| Employer contribution / active EE | $3,462 | $3,666-5.6% | $4,814-28.1% | $2,848+21.6% |
| Participant deferral / active EE | $6,851 | $7,711-11.1% | $7,446-8.0% | $4,806+42.6% |
| Admin fee / account holder | $65 | $119-45.0% | $10,010-99.3% | $133-50.7% |