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 |
|---|---|---|
HARTFIELD INC.1 year Filed as: THE HARTFIELD COMPANY, INC Service code 27 802 E MARKET ST · NEW ALBANY, IN 47150 | Advisory (Plan) | $30,582 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY & KEENE Service code 15 7941 CASTLEWAY DRIVE · INDIANAPOLIS, IN 46250 | Recordkeeping | $19,015 |
CAPIN CROUSE LLP2+ years Service code 10 · EIN 36-3990892 | Accounting | $12,906 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Investment management fees paid direc... | $9,330 |
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 | $85,514 | $68,408+25.0% | $57,179+49.6% | $57,658+48.3% |
| Participation rate | 96.5% | 79.1%+17.3pp | 75.3%+21.1pp | 70.2%+26.3pp |
| Annual return | 7.09% | 8.51%-1.4pp | 14.59%-7.5pp | 5.13%+2.0pp |
| Employer contribution / active EE | $3,797 | $2,869+32.3% | $2,682+41.6% | $1,974+92.4% |
| Participant deferral / active EE | $3,685 | $2,903+26.9% | $3,096+19.0% | $3,061+20.4% |
| Admin fee / account holder | $112 | $70+60.6% | $3,139-96.4% | $95+18.4% |