Filed June 12, 2008
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 | Investment management; Direct payment... | $205,535 |
MONETA GROUP LLC4+ years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 29 · EIN 20-1903821 | Legal | $50,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SMITH WALLACE LLP Service code 10 · EIN 43-1001367 | Accounting | $14,250 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,792 | $88,874-26.0% | $123,544-46.7% | $75,289-12.6% |
| Participation rate | 76.3% | 75.9%+0.4pp | 82.3%-6.0pp | 72.4%+3.9pp |
| Annual return | -3.00% | 4.22%-7.2pp | 119.20%-122.2pp | -0.04%-3.0pp |
| Employer contribution / active EE | $2,327 | $3,256-28.5% | $4,628-49.7% | $2,405-3.3% |
| Participant deferral / active EE | $8,445 | $6,174+36.8% | $6,426+31.4% | $3,739+125.9% |
| Admin fee / account holder | $109 | $95+15.0% | $9,284-98.8% | $102+6.3% |