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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $319,986 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 19 2300 LAKEVIEW PARKWAY · ALPHARETTA, GA 30009 | Securities Custodian | $297,087 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $120,000 |
ARNETT CARBIS TOOTHMAN LLP3+ years Service code 10 PO BOX 643656 · PITTSBURGH, PA 152643656 | Accounting | $19,300 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $250 |
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 | $84,621 | $44,989+88.1% | $170,442-50.4% | $77,958+8.5% |
| Participation rate | 97.4% | 64.6%+32.8pp | 83.6%+13.8pp | 71.6%+25.7pp |
| Annual return | 15.63% | 19.61%-4.0pp | 205.93%-190.3pp | 20.87%-5.2pp |
| Employer contribution / active EE | $3,069 | $1,466+109.3% | $5,433-43.5% | $2,310+32.8% |
| Participant deferral / active EE | $3,625 | $2,208+64.2% | $4,939-26.6% | $3,537+2.5% |
| Admin fee / account holder | $219 | $69+217.1% | $13,880-98.4% | $97+124.5% |