Filed June 29, 2010 (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 |
|---|---|---|
DA DAVIDSON & CO4+ years Filed as: D A DAVIDSON & CO Service code 22 · EIN 81-0139474 | Insurance Broker | $32,766 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,326 |
QBI, LLC4+ years Service code 15 · EIN 26-2768667 | Recordkeeping | $0 |
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 | $16,992 | $43,999-61.4% | $79,464-78.6% | $55,725-69.5% |
| Participation rate | 99.8% | 66.9%+32.8pp | 73.3%+26.4pp | 70.9%+28.9pp |
| Annual return | 0.40% | 1.81%-1.4pp | 718.14%-717.7pp | 244.93%-244.5pp |
| Employer contribution / active EE | $1,709 | $1,830-6.6% | $2,800-39.0% | $2,078-17.7% |
| Participant deferral / active EE | $1,887 | $2,538-25.6% | $3,704-49.0% | $3,356-43.8% |
| Admin fee / account holder | $2 | $118-98.4% | $5,113-100.0% | $115-98.4% |