Filed July 3, 2005
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 |
|---|---|---|
TD WEALTH MANAGEMENT2+ years Filed as: TD BANKNORTH Service code 15 · EIN 01-0437984 | Recordkeeping | $176,333 |
Filed as: ACTUARIAL DESIGNS & SOLUTIONS Service code 11 · EIN 01-0496183 | Actuarial | $28,068 |
SULLOWAY & HOLLIS, P.L.L.C.2+ years Service code 29 · EIN 02-0227234 | Legal | $11,376 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.97% | 5.80%+1.2pp | 4.74%+2.2pp | 11.88%-4.9pp |
| Employer contribution / active EE | $18,065 | $15,506+16.5% | $36,089-49.9% | $14,612+23.6% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |