Filed January 7, 2013
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 |
|---|---|---|
VITAL WEALTH MANAGEMENT3 years Service code 26 9501 WEST DEVON AVENUE · ROSEMOUNT, IL 60018 | Advisory (Participants) | $27,394 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $17,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,138 | $60,795+49.9% | $69,455+31.2% | $65,185+39.8% |
| Participation rate | 79.4% | 74.9%+4.6pp | 74.6%+4.8pp | 70.2%+9.2pp |
| Annual return | 1.68% | 17.46%-15.8pp | 28.97%-27.3pp | 29.38%-27.7pp |
| Employer contribution / active EE | $3,261 | $2,452+33.0% | $2,779+17.3% | $2,177+49.8% |
| Participant deferral / active EE | $3,348 | $3,162+5.9% | $3,535-5.3% | $3,514-4.7% |
| Admin fee / account holder | $366 | $314+16.6% | $3,839-90.5% | $847-56.8% |