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 | Distribution (12b-1) fees; Sales load... | $227,549 |
MONETA GROUP LLC6+ years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 29 · EIN 20-1903821 | Legal | $50,000 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN SMITH WALLACE LLP Service code 10 · EIN 43-1001367 | Accounting | $14,950 |
NATIONAL FINANCIAL SERVICES6+ 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 | $90,872 | $127,481-28.7% | $149,696-39.3% | $90,288+0.6% |
| Participation rate | 78.7% | 78.2%+0.5pp | 82.5%-3.7pp | 73.4%+5.4pp |
| Annual return | 15.29% | 57.78%-42.5pp | 276.60%-261.3pp | 53.97%-38.7pp |
| Employer contribution / active EE | $2,656 | $3,448-23.0% | $4,644-42.8% | $2,524+5.2% |
| Participant deferral / active EE | $9,324 | $6,975+33.7% | $6,842+36.3% | $4,232+120.3% |
| Admin fee / account holder | $99 | $152-34.4% | $9,309-98.9% | $114-12.8% |