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 |
|---|---|---|
ADMN COMMITTEE, MT CONTRACTORS ASSN10+ years Service code 14 · EIN 81-0448832 | Plan Administrator | $177,941 |
Service code 29 · EIN 92-2729620 | Legal | $87,324 |
Service code 28 · EIN 06-1614949 | Investment Management | $63,075 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $55,739 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $48,467 |
SEGALL BRYANT & HAMILL7 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $30,065 |
EIDE BAILLY LLP10+ years Service code 10 · EIN 45-0250958 | Accounting | $18,019 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 | Securities Custodian | $11,595 |
Service code 23 · EIN 06-0566050 | Insurance services | $5,905 |
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 | $47,144 | $82,917-43.1% | $103,333-54.4% | $77,643-39.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 13.15% | 19.13%-6.0pp | 24.88%-11.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,422 | $3,552-3.6% | $3,868-11.5% | $2,726+25.5% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $557 | $638-12.6% | $8,355-93.3% | $430+29.5% |