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 |
|---|---|---|
FINDLEY5+ years Filed as: FINDLEY DAVIES Service code 13 · EIN 34-1213174 | Contract Administrator | $62,036 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CONSULTING ASSOC Service code 16 · EIN 34-7753575 | Consulting | $30,105 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $9,305 |
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 | $51,935 | $73,404-29.2% | $87,100-40.4% | $67,579-23.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 20.64% | 48.29%-27.7pp | 28.19%-7.5pp | 378.56%-357.9pp |
| Employer contribution / active EE | $1,650 | $2,014-18.1% | $2,521-34.6% | $2,148-23.2% |
| Participant deferral / active EE | $3,981 | $3,913+1.7% | $4,049-1.7% | $3,539+12.5% |
| Admin fee / account holder | $167 | $142+17.9% | $7,497-97.8% | $142+17.3% |