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 year Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $33,702 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $19,500 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $11,679 |
Filed as: AXIA ADVISORY Service code 10 · EIN 35-1859469 | Accounting | $10,000 |
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 | $61,478 | $98,982-37.9% | $162,163-62.1% | $65,185-5.7% |
| Participation rate | 97.2% | 85.8%+11.5pp | 87.6%+9.7pp | 70.2%+27.0pp |
| Annual return | 17.08% | 24.84%-7.8pp | 115.59%-98.5pp | 29.38%-12.3pp |
| Employer contribution / active EE | $5,539 | $3,467+59.8% | $5,614-1.3% | $2,177+154.5% |
| Participant deferral / active EE | $5,071 | $5,384-5.8% | $7,298-30.5% | $3,514+44.3% |
| Admin fee / account holder | $231 | $596-61.2% | $10,843-97.9% | $847-72.7% |