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 & CO3 years Service code 22 · EIN 81-0139474 | Insurance Broker | $44,532 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,272 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $0 |
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 | $41,278 | $58,290-29.2% | $98,442-58.1% | $86,799-52.4% |
| Participation rate | 91.6% | 68.3%+23.2pp | 73.3%+18.2pp | 72.3%+19.3pp |
| Annual return | 17.37% | 43.48%-26.1pp | 1492.73%-1475.4pp | 97.91%-80.5pp |
| Employer contribution / active EE | $1,987 | $2,008-1.0% | $2,960-32.9% | $2,405-17.4% |
| Participant deferral / active EE | $2,643 | $3,152-16.1% | $4,276-38.2% | $4,131-36.0% |
| Admin fee / account holder | $10 | $138-92.9% | $5,949-99.8% | $170-94.2% |