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 | Direct payment from the plan; Recordk... | $103,148 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $27,037 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,178 | $107,459-25.4% | $135,903-41.0% | $80,1600% |
| Participation rate | 96.7% | 78.0%+18.7pp | 81.9%+14.8pp | 72.9%+23.8pp |
| Annual return | 20.68% | 91.91%-71.2pp | 68.23%-47.5pp | 40.38%-19.7pp |
| Employer contribution / active EE | $4,007 | $3,877+3.3% | $4,856-17.5% | $2,978+34.6% |
| Participant deferral / active EE | $7,879 | $8,195-3.9% | $7,758+1.6% | $5,017+57.0% |
| Admin fee / account holder | $51 | $127-59.8% | $10,762-99.5% | $145-64.8% |