Filed October 29, 1997
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 |
|---|---|---|
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $30,177 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,932 | $55,449-44.2% | $83,848-63.1% | $56,287-45.0% |
| Participation rate | 98.2% | 68.0%+30.2pp | 76.1%+22.1pp | 69.9%+28.4pp |
| Annual return | -1.20% | -1.38%+0.2pp | 850.88%-852.1pp | -9.96%+8.8pp |
| Employer contribution / active EE | $4,133 | $2,430+70.1% | $3,631+13.8% | $2,111+95.8% |
| Participant deferral / active EE | $2,873 | $2,935-2.1% | $4,082-29.6% | $3,350-14.2% |
| Admin fee / account holder | $136 | $656-79.3% | $5,478-97.5% | $521-73.9% |