Filed September 25, 2012 (most recent of 6 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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $766,356 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $73,000 |
MAYER HOFFMAN MCCANN P.C.4+ years Service code 10 · EIN 43-1947695 5100 POPLAR AVENUE 3OTH FLOOR · MEMPHIS, TN 38137 | Accounting | $38,300 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $27,511 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $17,679 |
BAKER TILLY US, LLP4+ years Filed as: BAKER, DONELSON, BEARMAN, CALDWELL Service code 29 · EIN 62-1047356 165 MADISON AVENUE · MEMPHIS, TN 38103 | Legal | $7,419 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,989 | $104,281-31.9% | $140,016-49.3% | $68,904+3.0% |
| Participation rate | 97.4% | 89.1%+8.2pp | 87.5%+9.9pp | 74.1%+23.2pp |
| Annual return | -5.19% | -1.33%-3.9pp | 651.12%-656.3pp | 1.07%-6.3pp |
| Employer contribution / active EE | $3,466 | $4,070-14.8% | $5,606-38.2% | $2,540+36.5% |
| Participant deferral / active EE | $4,979 | $6,129-18.8% | $6,927-28.1% | $4,015+24.0% |
| Admin fee / account holder | $98 | $79+24.2% | $10,705-99.1% | $71+37.1% |