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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $299,846 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 19 2300 LAKEVIEW PARKWAY · ALPHARETTA, GA 30009 | Securities Custodian | $279,633 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $120,000 |
ARNETT CARBIS TOOTHMAN LLP2+ years Service code 10 PO BOX 643656 · PITTSBURGH, PA 152643656 | Accounting | $9,430 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $60 |
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 | $71,879 | $37,213+93.2% | $156,549-54.1% | $63,975+12.4% |
| Participation rate | 97.4% | 65.0%+32.4pp | 84.0%+13.4pp | 71.1%+26.3pp |
| Annual return | 8.04% | 47.89%-39.8pp | 32.23%-24.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $3,097 | $1,357+128.2% | $5,501-43.7% | $2,182+42.0% |
| Participant deferral / active EE | $3,565 | $2,070+72.2% | $4,871-26.8% | $3,356+6.2% |
| Admin fee / account holder | $200 | $56+255.7% | $13,027-98.5% | $70+184.5% |