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 | $162,578 |
Service code 29 · EIN 92-2729620 | Legal | $65,691 |
Service code 28 · EIN 06-1614949 | Investment Management | $49,975 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $46,509 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $39,728 |
SEGALL BRYANT & HAMILL6 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $25,728 |
EIDE BAILLY LLP9+ years Service code 10 · EIN 45-0250958 | Accounting | $18,710 |
CROWLEY FLECK PLLP4 years Service code 29 · EIN 81-0122795 | Legal | $15,587 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 | Securities Custodian | $11,502 |
Service code 23 · EIN 06-0566050 | Insurance services | $5,380 |
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 | $43,226 | $92,971-53.5% | $96,683-55.3% | $74,419-41.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 17.99% | 37.49%-19.5pp | 35.69%-17.7pp | 34.38%-16.4pp |
| Employer contribution / active EE | $4,288 | $3,426+25.2% | $3,737+14.7% | $2,637+62.6% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $540 | $633-14.6% | $6,730-92.0% | $348+55.3% |