Filed December 14, 2005
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 |
|---|---|---|
AXIA ADVISORY CORPORATION2+ years Filed as: AXIA ADVISORY INC Service code 26 · EIN 35-1859469 | Advisory (Participants) | $51,490 |
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC Service code 15 · EIN 34-1213174 | Recordkeeping | $34,841 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 13 · EIN 20-0937408 | Contract Administrator | $1,907 |
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 | $32,272 | $36,916-12.6% | $156,549-79.4% | $57,658-44.0% |
| Participation rate | 99.1% | 63.4%+35.7pp | 84.0%+15.1pp | 70.2%+28.9pp |
| Annual return | 7.17% | 12.38%-5.2pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,833 | $1,571+80.4% | $5,501-48.5% | $1,974+43.5% |
| Participant deferral / active EE | $1,158 | $1,926-39.8% | $4,871-76.2% | $3,061-62.2% |
| Admin fee / account holder | $180 | $82+117.9% | $13,027-98.6% | $95+90.1% |