Filed January 9, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
SWERDLIN & COMPANY5+ years Service code 13 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD STE 170 · ATLANTA, GA 30328 | Contract Administrator | $36,037 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 19 | Securities Custodian | $20,801 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 PO BOX 17748 · DENVER, CO 80217 | Securities Custodian | $2,515 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,163 | $88,515-61.4% | $162,163-78.9% | $67,579-49.4% |
| Participation rate | 91.1% | 86.8%+4.3pp | 87.6%+3.6pp | 71.3%+19.8pp |
| Annual return | 24.60% | 27.04%-2.4pp | 115.59%-91.0pp | 378.56%-354.0pp |
| Employer contribution / active EE | $1,034 | $3,563-71.0% | $5,614-81.6% | $2,148-51.8% |
| Participant deferral / active EE | $2,113 | $5,724-63.1% | $7,298-71.0% | $3,539-40.3% |
| Admin fee / account holder | $32 | $124-74.1% | $10,843-99.7% | $142-77.5% |