Filed November 9, 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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,959 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $158 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,905 | $63,299+10.4% | $91,001-23.2% | $62,292+12.2% |
| Participation rate | 90.2% | 73.3%+16.9pp | 75.6%+14.6pp | 69.5%+20.7pp |
| Annual return | 20.33% | 20.99%-0.7pp | 4.60%+15.7pp | 28.90%-8.6pp |
| Employer contribution / active EE | $524 | $1,807-71.0% | $2,456-78.6% | $2,042-74.3% |
| Participant deferral / active EE | $3,136 | $2,943+6.6% | $3,547-11.6% | $3,169-1.1% |
| Admin fee / account holder | $15 | $468-96.7% | $5,417-99.7% | $479-96.8% |