Filed July 28, 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 49 · EIN 04-1590850 | Other Services | $146,683 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $64,490 |
PLAN PARTNERS LLC3 years Filed as: PLAN PARTNERS, LLC Service code 26 · EIN 46-3268841 | Advisory (Participants) | $7,169 |
Filed as: ABERDEEN Service code 52 · EIN 51-0368279 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,551 | $37,196+60.1% | $154,107-61.4% | $55,725+6.9% |
| Participation rate | 99.5% | 64.1%+35.4pp | 83.0%+16.5pp | 70.9%+28.7pp |
| Annual return | -6.36% | 1319.68%-1326.0pp | 735.12%-741.5pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,185 | $1,614+35.4% | $5,298-58.8% | $2,078+5.1% |
| Participant deferral / active EE | $4,226 | $2,068+104.3% | $5,081-16.8% | $3,356+25.9% |
| Admin fee / account holder | $334 | $102+228.6% | $13,411-97.5% | $115+189.9% |