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 Service code 27 · EIN 81-0139474 | Advisory (Plan) | $54,868 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $6,343 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,770 |
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 | $50,859 | $65,908-22.8% | $81,812-37.8% | $77,643-34.5% |
| Participation rate | 94.6% | 65.8%+28.8pp | 72.3%+22.2pp | 70.6%+24.0pp |
| Annual return | 14.88% | 26.64%-11.8pp | 773.79%-758.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,302 | $2,370-2.9% | $2,912-21.0% | $2,726-15.6% |
| Participant deferral / active EE | $2,897 | $3,505-17.3% | $4,319-32.9% | $4,647-37.7% |
| Admin fee / account holder | $131 | $526-75.2% | $7,386-98.2% | $430-69.6% |