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 | $47,080 |
DA DAVIDSON & CO4 years Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $45,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,553 |
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 | $161,270 | $89,808+79.6% | $100,391+60.6% | $77,643+107.7% |
| Participation rate | 97.7% | 81.2%+16.5pp | 81.5%+16.2pp | 70.6%+27.2pp |
| Annual return | 19.72% | 20.62%-0.9pp | 49.20%-29.5pp | 31.24%-11.5pp |
| Employer contribution / active EE | $3,671 | $3,039+20.8% | $3,942-6.9% | $2,726+34.7% |
| Participant deferral / active EE | $11,141 | $8,284+34.5% | $8,082+37.9% | $4,647+139.7% |
| Admin fee / account holder | $338 | $174+93.7% | $7,899-95.7% | $430-21.5% |