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 CORPORATION3+ years Filed as: AXIA ADVISORY INC Service code 26 · EIN 35-1859469 | Advisory (Participants) | $35,597 |
FINDLEY3+ years Filed as: FINDLEY DAVIES, INC Service code 15 · EIN 34-1213174 | Recordkeeping | $33,956 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER & MILLER LLP Service code 10 · EIN 35-1090346 | Accounting | $12,500 |
REED & COMPANY3+ years Service code 10 · EIN 35-1583146 | Accounting | $8,350 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 13 · EIN 20-0937408 | Contract Administrator | $4,061 |
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 | $34,621 | $46,173-25.0% | $170,442-79.7% | $69,631-50.3% |
| Participation rate | 95.7% | 63.9%+31.8pp | 83.6%+12.1pp | 70.7%+25.0pp |
| Annual return | 15.54% | 21.62%-6.1pp | 205.93%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $3,017 | $1,610+87.4% | $5,433-44.5% | $2,032+48.5% |
| Participant deferral / active EE | $1,286 | $2,080-38.2% | $4,939-74.0% | $3,224-60.1% |
| Admin fee / account holder | $181 | $116+55.8% | $13,880-98.7% | $110+63.6% |