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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $284,453 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 26 · EIN 04-3464764 | Advisory (Participants) | $120,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS TRUST CO Service code 62 1655 43RD STREET SOUTH · FARGO, ND 58103 | Float revenue | $12,053 |
ARNETT CARBIS TOOTHMAN LLP4+ years Service code 10 PO BOX 45723 · BALTIMORE, MD 21297 | Accounting | $9,840 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $125 |
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 | $77,552 | $45,382+70.9% | $154,107-49.7% | $75,289+3.0% |
| Participation rate | 96.8% | 65.9%+30.9pp | 83.0%+13.7pp | 72.4%+24.3pp |
| Annual return | -4.53% | -0.47%-4.1pp | 735.12%-739.6pp | -0.04%-4.5pp |
| Employer contribution / active EE | $2,982 | $1,533+94.5% | $5,298-43.7% | $2,405+24.0% |
| Participant deferral / active EE | $3,516 | $2,384+47.5% | $5,081-30.8% | $3,739-6.0% |
| Admin fee / account holder | $207 | $89+131.7% | $13,411-98.5% | $102+102.3% |