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 & CO6+ years Filed as: D A DAVIDSON & CO Service code 22 | Insurance Broker | $34,667 |
DA DAVIDSON & CO2 years Service code 22 · EIN 81-0139474 | Insurance Broker | $10,005 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,280 |
QBI, LLC6+ 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 | $31,441 | $52,670-40.3% | $90,404-65.2% | $73,409-57.2% |
| Participation rate | 98.5% | 67.7%+30.8pp | 72.7%+25.8pp | 72.2%+26.3pp |
| Annual return | 13.44% | 20.70%-7.3pp | 1293.02%-1279.6pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,976 | $1,872+5.6% | $3,262-39.4% | $2,234-11.5% |
| Participant deferral / active EE | $2,231 | $2,807-20.5% | $3,963-43.7% | $3,805-41.4% |
| Admin fee / account holder | $6 | $117-94.9% | $5,611-99.9% | $158-96.2% |