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) | $32,500 |
MCCREADY & KEENE INC.3+ years Filed as: MCCREADY & KEENE Service code 15 7941 CASTLEWAY DRIVE · INDIANAPOLIS, IN 46250 | Recordkeeping | $19,609 |
CAPIN CROUSE LLP3+ years Service code 10 · EIN 36-3990892 | Accounting | $12,550 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Trustee (bank, tr... | $11,616 |
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 | $96,710 | $74,552+29.7% | $62,995+53.5% | $69,631+38.9% |
| Participation rate | 91.5% | 78.3%+13.2pp | 74.8%+16.7pp | 70.7%+20.8pp |
| Annual return | 13.63% | 15.77%-2.1pp | 87.57%-73.9pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $3,127 | $2,929+6.7% | $2,759+13.3% | $2,032+53.9% |
| Participant deferral / active EE | $3,271 | $2,974+10.0% | $3,329-1.7% | $3,224+1.5% |
| Admin fee / account holder | $123 | $59+107.0% | $3,600-96.6% | $110+11.3% |