Filed September 8, 2009 (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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $234,399 |
Service code 27 217 INTERNATIONAL CIR STE 200 · HUNT VALLEY, MD 21030 | Advisory (Plan) | $30,878 |
HIGHTOWER ADVISORS LLC1 year Service code 27 200 W MADISON ST STE 2500 · CHICAGO, IL 60606 | Advisory (Plan) | $22,605 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $11,572 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $7,478 |
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 | $44,004 | $44,989-2.2% | $170,442-74.2% | $77,958-43.6% |
| Participation rate | 93.2% | 64.6%+28.6pp | 83.6%+9.6pp | 71.6%+21.5pp |
| Annual return | 19.45% | 19.61%-0.2pp | 205.93%-186.5pp | 20.87%-1.4pp |
| Employer contribution / active EE | $1,429 | $1,466-2.6% | $5,433-73.7% | $2,310-38.2% |
| Participant deferral / active EE | $2,650 | $2,208+20.1% | $4,939-46.3% | $3,537-25.1% |
| Admin fee / account holder | $69 | $69-0.4% | $13,880-99.5% | $97-29.5% |