Filed January 2, 2014 (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 |
|---|---|---|
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $57,052 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,944 | $73,638+137.6% | $108,410+61.4% | $79,386+120.4% |
| Participation rate | 99.5% | 77.4%+22.1pp | 80.1%+19.3pp | 70.7%+28.8pp |
| Annual return | 21.26% | 33.27%-12.0pp | 905.27%-884.0pp | 116.85%-95.6pp |
| Employer contribution / active EE | $3,142 | $2,397+31.1% | $3,558-11.7% | $2,427+29.4% |
| Participant deferral / active EE | $9,299 | $6,218+49.5% | $6,563+41.7% | $4,046+129.9% |
| Admin fee / account holder | $457 | $638-28.5% | $7,295-93.7% | $626-27.1% |