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 MANAGEMENT4 years Service code 26 9501 WEST DEVON AVENUE · ROSEMOUNT, IL 60018 | Advisory (Participants) | $27,899 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $13,602 |
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 | $103,197 | $49,227+109.6% | $70,449+46.5% | $79,858+29.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.89% | 30.06%-18.2pp | 109.03%-97.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,286 | $2,099+104.2% | $2,737+56.6% | $2,471+73.5% |
| Participant deferral / active EE | $4,253 | $2,768+53.7% | $3,709+14.7% | $3,740+13.7% |
| Admin fee / account holder | $335 | $2,878-88.4% | $3,845-91.3% | $5,306-93.7% |