Filed December 22, 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 15 · EIN 13-3689044 | Recordkeeping | $16,881 |
Filed as: COLDSTREAM CAPITAL MANAGEMENT INC Service code 27 · EIN 93-1052371 | Advisory (Plan) | $15,704 |
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 | $42,290 | $42,894-1.4% | $60,874-30.5% | $68,494-38.3% |
| Participation rate | 90.8% | 66.8%+24.0pp | 73.1%+17.7pp | 67.9%+22.9pp |
| Annual return | -14.77% | -13.98%-0.8pp | 16.90%-31.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,486 | $1,978+25.7% | $2,701-8.0% | $2,596-4.2% |
| Participant deferral / active EE | $2,822 | $2,867-1.6% | $3,817-26.1% | $4,027-29.9% |
| Admin fee / account holder | $339 | $3,101-89.1% | $3,224-89.5% | $5,403-93.7% |