Filed September 10, 2010
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $212,738 |
LCG ASSOCIATES, INC.3 years Filed as: LCG ASSOCIATES INC Service code 28 · EIN 75-1680350 | Investment Management | $43,444 |
Filed as: WHITAKER-MYERS WEALTH MANAGERS Service code 26 · EIN 46-5068404 | Advisory (Participants) | $16,803 |
GBQ PARTNERS10+ years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $16,000 |
ABOUND WEALTH MANAGEMENT LLC8 years Service code 26 · EIN 81-4120898 | Advisory (Participants) | $12,151 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $11,619 |
FISHER INVESTMENTS4 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $10,764 |
HAMILTON CAPITAL LLC4 years Service code 26 · EIN 83-3000171 | Advisory (Participants) | $8,110 |
Service code 26 · EIN 82-3762916 | Advisory (Participants) | $5,809 |
ASSET DEDICATION LLC3 years Service code 26 · EIN 35-1412791 | Advisory (Participants) | $5,573 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,699 | $81,357+150.4% | $75,972+168.1% | $199,593+2.1% |
| Participation rate | 97.1% | 69.9%+27.2pp | 69.1%+28.1pp | 72.0%+25.1pp |
| Annual return | 18.13% | 16.32%+1.8pp | 359.55%-341.4pp | 34.25%-16.1pp |
| Employer contribution / active EE | $7,883 | $3,341+136.0% | $2,685+193.6% | $3,034+159.8% |
| Participant deferral / active EE | $15,065 | $4,710+219.8% | $4,255+254.0% | $5,087+196.2% |
| Admin fee / account holder | $96 | $144-33.4% | $6,467-98.5% | $269-64.2% |