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 & CO5 years Service code 27 · EIN 81-0139474 | Advisory (Plan) | $45,085 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,910 |
ASCENSUS LLC3 years 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 | $42,354 | $52,208-18.9% | $86,612-51.1% | $74,419-43.1% |
| Participation rate | 96.4% | 66.3%+30.1pp | 71.7%+24.7pp | 70.7%+25.7pp |
| Annual return | 15.79% | 44.46%-28.7pp | 591.07%-575.3pp | 34.38%-18.6pp |
| Employer contribution / active EE | $2,170 | $2,282-4.9% | $3,022-28.2% | $2,637-17.7% |
| Participant deferral / active EE | $2,829 | $3,383-16.4% | $4,438-36.2% | $4,528-37.5% |
| Admin fee / account holder | $104 | $319-67.5% | $5,614-98.2% | $348-70.2% |