Filed September 5, 2000
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 |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.1+ years Filed as: ABG INVESTMENT SERVICES, INC. Service code 26 · EIN 41-1812533 | Advisory (Participants) | $9,673 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $9,209 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $3,748 |
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 | $29,871 | $37,117-19.5% | $147,614-79.8% | $55,191-45.9% |
| Participation rate | 52.9% | 63.6%-10.7pp | 84.6%-31.7pp | 69.2%-16.3pp |
| Annual return | 0.73% | 3.44%-2.7pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $335 | $1,620-79.3% | $5,564-94.0% | $1,899-82.4% |
| Participant deferral / active EE | $1,177 | $1,985-40.7% | $4,895-76.0% | $3,046-61.4% |
| Admin fee / account holder | $133 | $86+55.6% | $11,611-98.9% | $91+46.7% |