Filed December 17, 1994 (most recent of 2 filings on file)
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 |
|---|---|---|
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $30,910 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $16,400 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $10,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,030 | $70,667-17.9% | $123,104-52.9% | $52,331+10.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 12.46% | 6.23%+6.2pp | 13.22%-0.8pp | 4.54%+7.9pp |
| Employer contribution / active EE | $3,920 | $2,946+33.1% | $5,151-23.9% | $1,882+108.3% |
| Participant deferral / active EE | $3,415 | $4,493-24.0% | $6,230-45.2% | $3,022+13.0% |
| Admin fee / account holder | $280 | $506-44.6% | $9,015-96.9% | $592-52.6% |