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 & CO2+ years Filed as: D.A. DAVIDSON & CO. Service code 26 1225 L STREET · LINCOLN, NE 68508 | Advisory (Participants) | $69,558 |
Service code 12 · EIN 84-1477138 | Participant communication; Direct pay... | $20,988 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); In... | $10,124 |
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 | $54,472 | $69,305-21.4% | $82,313-33.8% | $69,631-21.8% |
| Participation rate | 86.0% | 80.3%+5.7pp | 76.9%+9.1pp | 70.7%+15.3pp |
| Annual return | 19.03% | 21.47%-2.4pp | 25.88%-6.8pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $2,822 | $1,887+49.6% | $2,428+16.2% | $2,032+38.9% |
| Participant deferral / active EE | $3,566 | $3,568-0.1% | $3,706-3.8% | $3,224+10.6% |
| Admin fee / account holder | $161 | $97+65.7% | $5,608-97.1% | $110+45.9% |