Filed June 14, 2010 (most recent of 5 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 |
|---|---|---|
MELTON & MELTON LLP1+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $10,000 |
Service code 10 · EIN 06-1050034 | Accounting | $4,138 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 33 · EIN 20-3247391 | Securities brokerage; Securities brok... | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $118,545 | $66,750+77.6% | $105,722+12.1% | $57,658+105.6% |
| Participation rate | 87.3% | 79.2%+8.1pp | 78.9%+8.4pp | 70.2%+17.1pp |
| Annual return | 6.37% | 10.99%-4.6pp | 12.25%-5.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $3,990 | $3,766+5.9% | $4,079-2.2% | $1,974+102.1% |
| Participant deferral / active EE | $6,002 | $4,933+21.7% | $5,326+12.7% | $3,061+96.1% |
| Admin fee / account holder | $29 | $88-66.9% | $8,308-99.7% | $95-69.3% |