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; Participa... | $923,253 |
ROBERT HALF4 years Filed as: OFFICE TEAM Service code 16 · EIN 94-1648752 | Consulting | $92,073 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA, INC Service code 16 · EIN 36-3109431 | Consulting | $82,500 |
MAYER HOFFMAN MCCANN P.C.9+ years Service code 10 · EIN 43-1947695 | Accounting | $49,800 |
Service code 16 · EIN 36-4291971 | Consulting | $21,333 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,157 | $129,756-22.8% | $169,993-41.1% | $103,482-3.2% |
| Participation rate | 97.0% | 91.3%+5.7pp | 87.0%+10.0pp | 73.3%+23.7pp |
| Annual return | 7.37% | 20.17%-12.8pp | 53.37%-46.0pp | 33.11%-25.7pp |
| Employer contribution / active EE | $4,812 | $5,236-8.1% | $6,785-29.1% | $3,208+50.0% |
| Participant deferral / active EE | $6,922 | $8,283-16.4% | $10,408-33.5% | $5,207+32.9% |
| Admin fee / account holder | $121 | $73+65.9% | $12,815-99.1% | $114+5.9% |