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 |
|---|---|---|
FINDLEY3+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $25,989 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $7,875 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $5,050 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,410 | $89,739-26.0% | $149,718-55.6% | $62,292+6.6% |
| Participation rate | 91.7% | 85.1%+6.6pp | 87.1%+4.7pp | 69.5%+22.2pp |
| Annual return | 13.46% | 21.01%-7.5pp | 1501.63%-1488.2pp | 28.90%-15.4pp |
| Employer contribution / active EE | $3,562 | $3,233+10.2% | $5,445-34.6% | $2,042+74.4% |
| Participant deferral / active EE | $3,171 | $4,797-33.9% | $6,569-51.7% | $3,169+0.1% |
| Admin fee / account holder | $151 | $551-72.5% | $11,283-98.7% | $479-68.4% |