Filed June 24, 2002
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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $109,703 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $81,029 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $9,480 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.4+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $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 | $86,423 | $134,045-35.5% | $80,019+8.0% | $75,289+14.8% |
| Participation rate | 95.6% | 85.8%+9.9pp | 75.8%+19.8pp | 72.4%+23.2pp |
| Annual return | -3.77% | -0.56%-3.2pp | 11.22%-15.0pp | -0.04%-3.7pp |
| Employer contribution / active EE | $3,606 | $3,492+3.3% | $2,468+46.1% | $2,405+50.0% |
| Participant deferral / active EE | $4,730 | $4,976-4.9% | $3,686+28.3% | $3,739+26.5% |
| Admin fee / account holder | $172 | $124+38.8% | $6,521-97.4% | $102+68.1% |