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 |
|---|---|---|
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $23,556 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $14,000 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,266 | $74,089-5.2% | $133,980-47.6% | $55,167+27.4% |
| Participation rate | 95.8% | 84.3%+11.6pp | 87.1%+8.8pp | 69.0%+26.8pp |
| Annual return | 13.88% | 12.11%+1.8pp | 29.30%-15.4pp | 169.23%-155.3pp |
| Employer contribution / active EE | $3,777 | $3,064+23.3% | $5,211-27.5% | $1,963+92.5% |
| Participant deferral / active EE | $3,304 | $4,678-29.4% | $6,282-47.4% | $3,054+8.2% |
| Admin fee / account holder | $184 | $458-59.8% | $9,324-98.0% | $504-63.5% |