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 | Shareholder servicing fees; Finders' ... | $843,249 |
AON CONSULTING7+ years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $79,000 |
MAYER HOFFMAN MCCANN P.C.7+ years Service code 10 · EIN 43-1947695 5100 POPLAR AVENUE 3OTH FLOOR · MEMPHIS, TN 38137 | Accounting | $42,900 |
ROBERT HALF2 years Filed as: OFFICE TEAM Service code 16 · EIN 94-1648752 | Consulting | $17,540 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $5,622 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,306 | $136,780-25.9% | $189,513-46.5% | $101,517-0.2% |
| Participation rate | 95.8% | 90.9%+4.9pp | 87.8%+8.0pp | 74.6%+21.2pp |
| Annual return | 17.65% | 37.00%-19.3pp | 555.15%-537.5pp | 21.00%-3.3pp |
| Employer contribution / active EE | $4,646 | $4,857-4.3% | $6,162-24.6% | $2,973+56.3% |
| Participant deferral / active EE | $6,487 | $7,572-14.3% | $8,221-21.1% | $4,873+33.1% |
| Admin fee / account holder | $101 | $64+58.1% | $12,045-99.2% | $139-27.3% |