Filed July 5, 2001
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 |
|---|---|---|
NYHART3+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $63,669 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $13,751 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,645 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,005 | $46,173+45.1% | $170,442-60.7% | $69,631-3.8% |
| Participation rate | 89.3% | 63.9%+25.4pp | 83.6%+5.7pp | 70.7%+18.6pp |
| Annual return | 16.42% | 21.62%-5.2pp | 205.93%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $2,482 | $1,610+54.2% | $5,433-54.3% | $2,032+22.1% |
| Participant deferral / active EE | $2,735 | $2,080+31.5% | $4,939-44.6% | $3,224-15.1% |
| Admin fee / account holder | $99 | $116-14.4% | $13,880-99.3% | $110-10.1% |