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 & CO11+ years Filed as: D A DAVIDSON & CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $63,496 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $16,173 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $8,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,296 | $61,058+0.4% | $71,209-13.9% | $85,563-28.4% |
| Participation rate | 91.7% | 58.6%+33.1pp | 73.8%+17.9pp | 66.0%+25.7pp |
| Annual return | 16.99% | 100.41%-83.4pp | 282.51%-265.5pp | 31.51%-14.5pp |
| Employer contribution / active EE | $2,425 | $2,199+10.3% | $2,721-10.9% | $2,654-8.6% |
| Participant deferral / active EE | $3,045 | $3,173-4.0% | $4,175-27.1% | $4,375-30.4% |
| Admin fee / account holder | $184 | $855-78.4% | $5,349-96.6% | $834-77.9% |