Filed January 6, 2006 (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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $522,512 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $28,996 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $16,191 |
ALBANY MEDICAL CENTER3+ years Service code 99 · EIN 14-1641730 43 NEW SCOTLAND AVE MC 29 · ALBANY, NY 12208 | Other Fees | $3,180 |
TD AMERITRADE, INC.3+ years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,480 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METLIFE SECURITIES Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $0 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE, INC. 47-0533629 Service code 33 | Securities brokerage | $0 |
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 | $26,834 | $48,835-45.1% | $170,442-84.3% | $177,276-84.9% |
| Participation rate | 91.5% | 72.1%+19.4pp | 83.6%+7.9pp | 74.8%+16.7pp |
| Annual return | 18.46% | 19.44%-1.0pp | 205.93%-187.5pp | 21.25%-2.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $3,217 | $2,757+16.7% | $4,939-34.9% | $3,881-17.1% |
| Admin fee / account holder | $9 | $52-83.1% | $13,880-99.9% | $154-94.3% |