Filed January 22, 2013
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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $355,011 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: MET LIFE Service code 50 · EIN 13-5581829 | Direct Payment | $249,556 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $120,000 |
ARNETT CARBIS TOOTHMAN LLP1+ years Service code 10 PO BOX 643656 · PITTSBURGH, PA 152643656 | Accounting | $9,180 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $75 |
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 | $67,178 | $37,039+81.4% | $147,614-54.5% | $59,188+13.5% |
| Participation rate | 97.0% | 63.8%+33.2pp | 84.6%+12.3pp | 69.4%+27.5pp |
| Annual return | 0.31% | 7.19%-6.9pp | 61.98%-61.7pp | 5.51%-5.2pp |
| Employer contribution / active EE | $2,979 | $1,353+120.2% | $5,564-46.5% | $2,098+42.0% |
| Participant deferral / active EE | $3,316 | $2,094+58.4% | $4,895-32.3% | $3,265+1.6% |
| Admin fee / account holder | $212 | $60+251.6% | $11,611-98.2% | $92+129.5% |