Filed December 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 |
|---|---|---|
QUALIFIED PLANS, LLC1+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $53,079 |
HENSSLER ASSET MANAGEMENT LLC1+ years Filed as: HENSSLER ASSET MANAGEMENT, LLC Service code 27 · EIN 58-2380817 | Advisory (Plan) | $50,471 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,616 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $252 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,696 | $88,324-33.5% | $115,037-49.0% | $55,191+6.3% |
| Participation rate | 85.8% | 72.5%+13.3pp | 81.4%+4.4pp | 69.2%+16.6pp |
| Annual return | 0.01% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,180 | $2,805-57.9% | $4,608-74.4% | $1,899-37.9% |
| Participant deferral / active EE | $4,647 | $5,042-7.8% | $6,026-22.9% | $3,046+52.6% |
| Admin fee / account holder | $8 | $105-92.4% | $8,175-99.9% | $91-91.1% |