Filed February 21, 2006
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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,975 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $5,835 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $5,015 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $128,369 | $80,211+60.0% | $74,183+73.0% | $63,975+100.7% |
| Participation rate | 98.1% | 84.2%+13.9pp | 76.6%+21.5pp | 71.1%+27.0pp |
| Annual return | 8.78% | 14.13%-5.4pp | 17.74%-9.0pp | 48.65%-39.9pp |
| Employer contribution / active EE | $8,141 | $2,553+218.9% | $2,370+243.5% | $2,182+273.2% |
| Participant deferral / active EE | $5,121 | $4,370+17.2% | $3,550+44.3% | $3,356+52.6% |
| Admin fee / account holder | $20 | $67-70.4% | $5,586-99.6% | $70-71.8% |