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, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $31,641 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $21,000 |
AXIA ADVISORY CORPORATION2 years Filed as: AXIA ADVISORY Service code 10 · EIN 35-1859469 | Accounting | $13,500 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $4,261 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 | Securities Custodian | $2,836 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,831 | $136,307-49.5% | $177,821-61.3% | $73,488-6.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 14.30% | 18.68%-4.4pp | 48.32%-34.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $6,596 | $3,712+77.7% | $5,918+11.5% | $2,270+190.6% |
| Participant deferral / active EE | $5,974 | $5,829+2.5% | $7,714-22.6% | $3,740+59.7% |
| Admin fee / account holder | $217 | $596-63.5% | $12,427-98.3% | $513-57.6% |