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.5+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STEET · OMAHA, NE 68127 | Securities Custodian | $33,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,312 | $62,928-43.9% | $172,739-79.6% | $67,579-47.7% |
| Participation rate | 21.0% | 64.5%-43.5pp | 82.6%-61.7pp | 71.3%-50.3pp |
| Annual return | 17.40% | 30.36%-13.0pp | 802.84%-785.4pp | 378.56%-361.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $732 | $2,145-65.9% | $5,198-85.9% | $3,539-79.3% |
| Admin fee / account holder | $234 | $167+40.2% | $13,954-98.3% | $142+64.2% |