Filed April 21, 2011
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+ years Filed as: D.A. DAVIDSON & CO. Service code 26 1225 L STREET · LINCOLN, NE 68508 | Advisory (Participants) | $63,906 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Direct p... | $29,993 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Direct payment... | $15,207 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,538 | $63,905-24.0% | $74,183-34.6% | $57,658-15.8% |
| Participation rate | 84.4% | 79.8%+4.7pp | 76.6%+7.8pp | 70.2%+14.2pp |
| Annual return | 7.48% | 60.60%-53.1pp | 17.74%-10.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,603 | $1,840+41.5% | $2,370+9.8% | $1,974+31.9% |
| Participant deferral / active EE | $3,357 | $3,448-2.6% | $3,550-5.4% | $3,061+9.7% |
| Admin fee / account holder | $167 | $91+83.7% | $5,586-97.0% | $95+77.0% |