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 & CO3 years Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,434 |
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 | $171,367 | $69,477+146.7% | $94,646+81.1% | $71,457+139.8% |
| Participation rate | 97.6% | 78.4%+19.1pp | 80.8%+16.7pp | 67.9%+29.7pp |
| Annual return | 23.68% | 29.66%-6.0pp | 156.71%-133.0pp | 28.85%-5.2pp |
| Employer contribution / active EE | $3,931 | $2,853+37.8% | $3,672+7.1% | $2,588+51.9% |
| Participant deferral / active EE | $12,172 | $7,345+65.7% | $7,418+64.1% | $4,289+183.8% |
| Admin fee / account holder | $378 | $1,210-68.7% | $7,231-94.8% | $1,587-76.2% |