Filed August 3, 2006 (most recent of 7 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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,371 |
GREENSPRING ADVISORS, LLC1+ years Service code 15 · EIN 82-5320133 | Recordkeeping | $30,000 |
ADP BROKER-DEALER1+ years Filed as: ADP BROKER-DEALER, INC. Service code 33 · EIN 22-3319984 | Shareholder servicing fees; Direct pa... | $9,355 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $3,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,887 | $72,254+194.6% | $86,677+145.6% | $64,808+228.5% |
| Participation rate | 98.7% | 80.4%+18.3pp | 76.6%+22.1pp | 71.5%+27.2pp |
| Annual return | -16.07% | 392.42%-408.5pp | 35.91%-52.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $7,730 | $2,393+223.0% | $2,836+172.5% | $2,506+208.5% |
| Participant deferral / active EE | $13,861 | $4,658+197.6% | $4,656+197.7% | $4,310+221.6% |
| Admin fee / account holder | $121 | $174-30.5% | $7,493-98.4% | $188-35.6% |