Filed September 3, 2008 (most recent of 2 filings on file)
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 13 · EIN 41-1447816 | Contract Administrator | $156,720 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY, LTD Service code 10 · EIN 41-0975573 | Accounting | $29,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,179 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $1,352 |
ALGER4 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
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 | $106,360 | $85,135+24.9% | $98,907+7.5% | $73,409+44.9% |
| Participation rate | 89.1% | 81.1%+8.0pp | 76.0%+13.1pp | 72.2%+17.0pp |
| Annual return | 37.22% | 19.14%+18.1pp | 196.43%-159.2pp | 59.29%-22.1pp |
| Employer contribution / active EE | $2,694 | $2,721-1.0% | $2,689+0.2% | $2,234+20.6% |
| Participant deferral / active EE | $3,253 | $4,349-25.2% | $4,244-23.3% | $3,805-14.5% |
| Admin fee / account holder | $93 | $139-33.2% | $6,642-98.6% | $158-41.0% |