Filed November 9, 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 |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.1+ years Service code 14 · EIN 36-3132823 | Plan Administrator | $19,165 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Di... | $60 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,386 | $39,122+115.7% | $57,179+47.6% | $62,891+34.2% |
| Participation rate | 95.9% | 70.5%+25.4pp | 75.3%+20.6pp | 69.3%+26.6pp |
| Annual return | 2.27% | 9.23%-7.0pp | 14.59%-12.3pp | 20.14%-17.9pp |
| Employer contribution / active EE | $4,998 | $1,874+166.7% | $2,682+86.3% | $2,281+119.1% |
| Participant deferral / active EE | $6,531 | $2,374+175.1% | $3,096+110.9% | $3,203+103.9% |
| Admin fee / account holder | $368 | $2,592-85.8% | $3,139-88.3% | $4,296-91.4% |