Filed October 5, 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 |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $156,250 |
TRAUTMANN MAHER & ASSOCIATES3+ years Filed as: TRAUTMANN, MAHER & ASSOC. Service code 15 · EIN 91-1526584 | Recordkeeping | $143,955 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 42-1558009 | Investment Management | $87,368 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST CO. Service code 19 · EIN 75-3182674 | Securities Custodian | $73,014 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $21,004 |
THORSON BARNETT & MCDONALD, P.C.3+ years Service code 29 · EIN 91-1608561 | Legal | $1,942 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,528 | $44,989+259.0% | $170,442-5.2% | $77,958+107.2% |
| Participation rate | 81.3% | 64.6%+16.7pp | 83.6%-2.3pp | 71.6%+9.7pp |
| Annual return | 22.42% | 19.61%+2.8pp | 205.93%-183.5pp | 20.87%+1.6pp |
| Employer contribution / active EE | $5,846 | $1,466+298.7% | $5,433+7.6% | $2,310+153.0% |
| Participant deferral / active EE | $4,465 | $2,208+102.2% | $4,939-9.6% | $3,537+26.2% |
| Admin fee / account holder | $199 | $69+189.3% | $13,880-98.6% | $97+104.8% |