Filed February 17, 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 |
|---|---|---|
INTRUST BANK, N.A.1 year Filed as: MY GROUP LLC DBA INTRUST FIDUCIARY Service code 27 2600 VIA FORTUNA DR STE 215 · AUSTIN, TX 78746 | Advisory (Plan) | $55,000 |
PLANTE & MORAN, PLLC1 year Service code 27 634 FRONT AVENUE N.W. SUITE 400 · GRAND RAPIDS, MI 49504 | Advisory (Plan) | $11,400 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $6,266 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Securities brokerage commissions and ... | $2,249 |
Filed as: J.P.MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $301,757 | $74,024+307.6% | $77,999+286.9% | $57,658+423.4% |
| Participation rate | 89.9% | 79.7%+10.2pp | 75.5%+14.4pp | 70.2%+19.7pp |
| Annual return | 8.91% | 12.14%-3.2pp | 425.96%-417.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $15,389 | $2,365+550.6% | $2,470+523.0% | $1,974+679.7% |
| Participant deferral / active EE | $10,950 | $3,533+209.9% | $3,497+213.2% | $3,061+257.8% |
| Admin fee / account holder | $146 | $93+56.1% | $5,480-97.3% | $95+53.9% |