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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,056 |
DA DAVIDSON & CO2 years Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $37,525 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,738 | $58,320+119.0% | $86,436+47.8% | $66,914+90.9% |
| Participation rate | 99.5% | 78.6%+20.9pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -19.64% | -9.71%-9.9pp | 4394.89%-4414.5pp | 1.58%-21.2pp |
| Employer contribution / active EE | $3,286 | $2,615+25.6% | $3,769-12.8% | $2,544+29.2% |
| Participant deferral / active EE | $9,802 | $6,899+42.1% | $6,952+41.0% | $4,237+131.4% |
| Admin fee / account holder | $381 | $546-30.2% | $6,731-94.3% | $593-35.8% |