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 MANAGEMENT5 years Service code 26 9501 WEST DEVON AVENUE · ROSEMOUNT, IL 60018 | Advisory (Participants) | $28,922 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $16,566 |
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 | $100,421 | $53,822+86.6% | $75,696+32.7% | $85,850+17.0% |
| Participation rate | 96.5% | 69.1%+27.4pp | 74.8%+21.7pp | 69.3%+27.2pp |
| Annual return | 16.12% | 24.54%-8.4pp | 104.53%-88.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $4,062 | $2,017+101.4% | $2,743+48.1% | $2,565+58.4% |
| Participant deferral / active EE | $4,153 | $2,895+43.5% | $3,821+8.7% | $3,952+5.1% |
| Admin fee / account holder | $387 | $3,343-88.4% | $3,619-89.3% | $6,260-93.8% |