Filed August 12, 2011
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 |
|---|---|---|
SIKICH LLP4+ years Service code 10 · EIN 36-3168081 | Accounting | $9,550 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 28 · EIN 95-1411037 | Investment Management | $1,530 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $1,441 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $4 |
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 | $65,905 | $58,083+13.5% | $80,019-17.6% | $56,287+17.1% |
| Participation rate | 71.0% | 73.6%-2.6pp | 75.8%-4.8pp | 69.9%+1.1pp |
| Annual return | -3.33% | 34.61%-37.9pp | 11.22%-14.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,376 | $1,932-28.8% | $2,468-44.2% | $2,111-34.8% |
| Participant deferral / active EE | $2,729 | $3,135-12.9% | $3,686-26.0% | $3,350-18.5% |
| Admin fee / account holder | $80 | $623-87.1% | $6,521-98.8% | $521-84.6% |