Filed June 8, 2009
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 14 · EIN 81-0448832 | Plan Administrator | $119,847 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $53,536 |
CROWLEY FLECK PLLP2 years Service code 29 · EIN 81-0122795 | Legal | $47,148 |
Service code 28 · EIN 13-3089070 | Investment Management | $45,957 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $40,691 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $26,796 |
EIDE BAILLY LLP7+ years Service code 10 · EIN 45-0250958 | Accounting | $11,051 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $10,664 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 94-1503999 | Actuarial | $5,445 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,532 | $78,275-34.2% | $109,143-52.8% | $86,799-40.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 13.50% | 19.14%-5.6pp | 25.75%-12.3pp | 97.91%-84.4pp |
| Employer contribution / active EE | $3,757 | $3,105+21.0% | $3,722+0.9% | $2,405+56.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $521 | $198+162.4% | $6,752-92.3% | $170+207.2% |