Filed August 8, 2008
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 |
|---|---|---|
FINDLEY4+ years Filed as: FINDLEY DAVIES Service code 13 · EIN 34-1213174 | Contract Administrator | $60,258 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CONSULTING ASSOC Service code 16 · EIN 34-7753575 | Consulting | $29,541 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $8,709 |
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 | $46,475 | $65,118-28.6% | $76,768-39.5% | $55,725-16.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -3.05% | -1.27%-1.8pp | 2.43%-5.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $1,538 | $1,941-20.7% | $2,485-38.1% | $2,078-26.0% |
| Participant deferral / active EE | $3,712 | $3,688+0.6% | $3,852-3.6% | $3,356+10.6% |
| Admin fee / account holder | $173 | $116+49.7% | $6,675-97.4% | $115+50.6% |