Filed February 10, 2009
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.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); In... | $80,001 |
MCCREADY & KEENE INC.4 years Filed as: MCCREADY & KEENE INC Service code 15 · EIN 35-0500670 | Recordkeeping | $46,665 |
Service code 27 · EIN 86-0588303 7333 E. DOUBLETREE RANCH RD STE 120 · SCOTTSDALE, AZ 852582051 | Advisory (Plan) | $35,196 |
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 | $31,432 | $62,928-50.1% | $172,739-81.8% | $67,579-53.5% |
| Participation rate | 91.1% | 64.5%+26.6pp | 82.6%+8.4pp | 71.3%+19.8pp |
| Annual return | 20.86% | 30.36%-9.5pp | 802.84%-782.0pp | 378.56%-357.7pp |
| Employer contribution / active EE | $2,052 | $1,636+25.4% | $5,143-60.1% | $2,148-4.5% |
| Participant deferral / active EE | $3,839 | $2,145+79.0% | $5,198-26.1% | $3,539+8.5% |
| Admin fee / account holder | $181 | $167+8.5% | $13,954-98.7% | $142+27.1% |