Filed July 19, 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 |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.1+ years Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $35,049 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST CO Service code 18 · EIN 20-0937408 | Custodial (securities); Custodial (ot... | $14,644 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 | Custodial (securities); Custodial (ot... | $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 | $88,283 | $72,770+21.3% | $67,652+30.5% | $55,191+60.0% |
| Participation rate | 92.8% | 78.8%+14.0pp | 75.7%+17.1pp | 69.2%+23.6pp |
| Annual return | 1.63% | -3.26%+4.9pp | 6625.04%-6623.4pp | 10.78%-9.1pp |
| Employer contribution / active EE | $1,411 | $1,769-20.3% | $2,266-37.7% | $1,899-25.7% |
| Participant deferral / active EE | $3,768 | $3,408+10.6% | $3,560+5.9% | $3,046+23.7% |
| Admin fee / account holder | $83 | $79+5.6% | $4,821-98.3% | $91-8.3% |