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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $118,413 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $85,090 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $9,800 |
TD AMERITRADE, INC.5+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $106 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $102,046 | $96,403+5.9% | $93,606+9.0% | $77,787+31.2% |
| Participation rate | 97.6% | 87.6%+9.9pp | 75.8%+21.7pp | 73.2%+24.4pp |
| Annual return | 21.35% | 39.36%-18.0pp | 32.76%-11.4pp | 32.57%-11.2pp |
| Employer contribution / active EE | $3,855 | $3,616+6.6% | $2,718+41.8% | $2,504+53.9% |
| Participant deferral / active EE | $5,040 | $5,341-5.6% | $4,069+23.9% | $3,967+27.0% |
| Admin fee / account holder | $181 | $90+102.4% | $7,888-97.7% | $100+81.1% |