Filed April 28, 2011
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 8-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 49 · EIN 04-1590850 | Other Services | $42,875 |
HAM, LANGSTON & BREZINA, LLP2+ years Service code 10 · EIN 76-0448495 | Accounting | $15,000 |
USI CONSULTING GROUP2+ years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $11,350 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850 | Participant Communication | $6,344 |
AMERICAN FUNDS2+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2+ years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2+ years Filed as: DREYFUS Service code 52 · EIN 13-2641740 | Indirect Investment Fees | $0 |
EATON VANCE2+ years Service code 52 · EIN 13-2706484 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS2+ years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $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 | $121,676 | $82,546+47.4% | $140,016-13.1% | $75,289+61.6% |
| Participation rate | 83.0% | 88.4%-5.4pp | 87.5%-4.5pp | 72.4%+10.5pp |
| Annual return | -2.73% | -0.36%-2.4pp | 651.12%-653.9pp | -0.04%-2.7pp |
| Employer contribution / active EE | $3,767 | $3,856-2.3% | $5,606-32.8% | $2,405+56.6% |
| Participant deferral / active EE | $6,657 | $5,731+16.2% | $6,927-3.9% | $3,739+78.1% |
| Admin fee / account holder | $28 | $86-67.1% | $10,705-99.7% | $102-72.4% |