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 | Sales loads (front end and deferred);... | $838,520 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 27 · EIN 94-3112180 | Advisory (Plan) | $117,846 |
AON CONSULTING8+ years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 | Consulting | $80,000 |
MAYER HOFFMAN MCCANN P.C.8+ years Service code 10 · EIN 43-1947695 | Accounting | $41,600 |
ROBERT HALF3 years Filed as: OFFICE TEAM Service code 16 · EIN 94-1648752 | Consulting | $23,955 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $14,072 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,628 | $119,153-21.4% | $151,611-38.2% | $78,044+20.0% |
| Participation rate | 95.7% | 92.5%+3.2pp | 87.5%+8.2pp | 74.4%+21.2pp |
| Annual return | -6.65% | -10.83%+4.2pp | 3.33%-10.0pp | 10.87%-17.5pp |
| Employer contribution / active EE | $4,700 | $5,298-11.3% | $6,166-23.8% | $3,125+50.4% |
| Participant deferral / active EE | $6,770 | $8,624-21.5% | $8,363-19.1% | $5,084+33.2% |
| Admin fee / account holder | $111 | $69+61.6% | $11,616-99.0% | $79+40.8% |