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 Service code 15 · EIN 11-3665754 | Recordkeeping | $289,870 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $120,001 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,324 | $56,095+82.4% | $178,490-42.7% | $90,288+13.3% |
| Participation rate | 96.1% | 65.6%+30.5pp | 81.9%+14.1pp | 73.4%+22.7pp |
| Annual return | 11.82% | 28.81%-17.0pp | 151.07%-139.2pp | 53.97%-42.1pp |
| Employer contribution / active EE | $3,124 | $1,572+98.7% | $5,011-37.6% | $2,524+23.8% |
| Participant deferral / active EE | $3,828 | $2,669+43.4% | $5,202-26.4% | $4,232-9.6% |
| Admin fee / account holder | $118 | $101+16.9% | $13,984-99.2% | $114+3.2% |