Filed October 15, 2007
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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 27 1250 CAPITAL OF TEXAS HIGHWAY 2-125 · AUSTIN, TX 78746 | Advisory (Plan) | $39,001 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE Service code 15 7941 CASTLEWAY DRIVE · INDIANAPOLIS, IN 46250 | Recordkeeping | $17,266 |
CAPIN CROUSE LLP1+ years Service code 10 · EIN 36-3990892 | Accounting | $16,199 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Direct payment from the plan; Custodi... | $8,311 |
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 | $80,600 | $67,166+20.0% | $57,343+40.6% | $55,191+46.0% |
| Participation rate | 97.6% | 77.7%+19.9pp | 75.1%+22.5pp | 69.2%+28.4pp |
| Annual return | 0.44% | 4.22%-3.8pp | 24.39%-24.0pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,712 | $2,812+32.0% | $2,689+38.1% | $1,899+95.5% |
| Participant deferral / active EE | $3,796 | $2,835+33.9% | $3,162+20.0% | $3,046+24.6% |
| Admin fee / account holder | $124 | $44+183.8% | $3,356-96.3% | $91+36.2% |