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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 50 · EIN 26-4310632 | Direct Payment | $56,851 |
HOWARD SIMON & ASSOCIATES, INC.3+ years Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $40,030 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST CO Service code 18 · EIN 20-0937408 | Custodial (securities); Custodial (ot... | $14,619 |
TD AMERITRADE, INC.3+ 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 | $111,686 | $69,305+61.2% | $82,313+35.7% | $69,631+60.4% |
| Participation rate | 91.3% | 80.3%+11.0pp | 76.9%+14.4pp | 70.7%+20.6pp |
| Annual return | 20.44% | 21.47%-1.0pp | 25.88%-5.4pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $1,412 | $1,887-25.2% | $2,428-41.9% | $2,032-30.5% |
| Participant deferral / active EE | $4,451 | $3,568+24.7% | $3,706+20.1% | $3,224+38.1% |
| Admin fee / account holder | $263 | $97+171.0% | $5,608-95.3% | $110+138.4% |