Filed June 8, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GILL CAPITAL PARTNERS, LLC Service code 27 · EIN 84-0920092 | Advisory (Plan) | $22,917 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,894 |
Service code 16 · EIN 31-1582098 | Consulting | $6,121 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST CO. Service code 15 · EIN 20-0937408 | Recordkeeping | $5,343 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,652 | $98,750+23.2% | $149,696-18.7% | $79,858+52.3% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.9pp |
| Annual return | 10.94% | 27.43%-16.5pp | 276.60%-265.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,105 | $3,216-34.6% | $4,644-54.7% | $2,471-14.8% |
| Participant deferral / active EE | $7,777 | $5,680+36.9% | $6,842+13.7% | $3,740+107.9% |
| Admin fee / account holder | $516 | $6,053-91.5% | $9,309-94.5% | $5,306-90.3% |