Filed November 17, 2015
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 |
|---|---|---|
STRATEGIC FINANCIAL GROUP1+ years Filed as: STRATEGIC FINANCIAL GROUP, LLC Service code 27 101 EAST 90TH · MERRILLVILLE, IN 46410 | Advisory (Plan) | $35,918 |
HOWARD SIMON & ASSOCIATES, INC.1+ years Filed as: HOWARD SIMON & ASSOCIATES Service code 13 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Contract Administrator | $32,259 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Direct payment from the plan; Custodi... | $6,475 |
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 | $49,641 | $75,183-34.0% | $123,892-59.9% | $55,167-10.0% |
| Participation rate | 97.6% | 72.8%+24.7pp | 81.4%+16.2pp | 69.0%+28.6pp |
| Annual return | 11.84% | 19.01%-7.2pp | 47.52%-35.7pp | 169.23%-157.4pp |
| Employer contribution / active EE | $2,824 | $2,8230% | $4,617-38.8% | $1,963+43.9% |
| Participant deferral / active EE | $7,501 | $5,084+47.5% | $5,984+25.3% | $3,054+145.6% |
| Admin fee / account holder | $227 | $663-65.7% | $8,357-97.3% | $504-55.0% |