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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,210 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $257 |
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 | $68,468 | $58,083+17.9% | $80,019-14.4% | $56,287+21.6% |
| Participation rate | 91.0% | 73.6%+17.4pp | 75.8%+15.2pp | 69.9%+21.1pp |
| Annual return | 0.48% | 34.61%-34.1pp | 11.22%-10.7pp | -9.96%+10.4pp |
| Employer contribution / active EE | $496 | $1,932-74.3% | $2,468-79.9% | $2,111-76.5% |
| Participant deferral / active EE | $3,100 | $3,135-1.1% | $3,686-15.9% | $3,350-7.4% |
| Admin fee / account holder | $26 | $623-95.7% | $6,521-99.6% | $521-94.9% |