Filed April 17, 2011
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 |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $42,731 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $313 |
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 | $41,915 | $66,302-36.8% | $110,238-62.0% | $56,287-25.5% |
| Participation rate | 84.0% | 74.9%+9.1pp | 79.8%+4.2pp | 69.9%+14.1pp |
| Annual return | -4.38% | -1.18%-3.2pp | 314.74%-319.1pp | -9.96%+5.6pp |
| Employer contribution / active EE | $771 | $2,047-62.3% | $3,826-79.8% | $2,111-63.5% |
| Participant deferral / active EE | $1,762 | $3,381-47.9% | $4,672-62.3% | $3,350-47.4% |
| Admin fee / account holder | $224 | $698-67.9% | $8,547-97.4% | $521-57.0% |