Filed May 30, 2003 (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 |
|---|---|---|
Service code 13 · EIN 59-3092339 | Contract Administrator | $14,110 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $5,008 |
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 | $69,439 | $87,841-20.9% | $133,980-48.2% | $62,891+10.4% |
| Participation rate | 94.7% | 83.4%+11.3pp | 87.1%+7.6pp | 69.3%+25.4pp |
| Annual return | 9.29% | 12.05%-2.8pp | 29.30%-20.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,829 | $3,483-18.8% | $5,211-45.7% | $2,281+24.0% |
| Participant deferral / active EE | $2,888 | $4,812-40.0% | $6,282-54.0% | $3,203-9.8% |
| Admin fee / account holder | $171 | $5,371-96.8% | $9,324-98.2% | $4,296-96.0% |