Filed June 8, 2009
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 AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $22,221 |
THE BANK OF NEW YORK MELLON1+ years Filed as: TD BANK Service code 21 · EIN 03-0349319 | Bank Trustee | $19,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,198 | $37,117-67.1% | $147,614-91.7% | $55,191-77.9% |
| Participation rate | 37.9% | 63.6%-25.7pp | 84.6%-46.7pp | 69.2%-31.2pp |
| Annual return | -0.31% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $689 | $1,620-57.5% | $5,564-87.6% | $1,899-63.7% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $90 | $86+5.0% | $11,611-99.2% | $91-1.0% |