Filed January 11, 2006
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 |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $90,597 |
M HOLDING SECURITIES, INC.3+ years Filed as: P&M HOLDING GROUP, LLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $57,375 |
REHMANN ROBSON3+ years Filed as: THE REHMANN GROUP LLC Service code 10 5800 GRATIOT RD STE 201 · SAGINAW, MI 486052025 | Accounting | $14,500 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $613 |
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 | $93,263 | $155,795-40.1% | $136,294-31.6% | $69,631+33.9% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 11.11% | 232464.33%-232453.2pp | 5155.94%-5144.8pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $4,828 | $2,991+61.4% | $4,695+2.8% | $2,032+137.6% |
| Participant deferral / active EE | $8,965 | $5,394+66.2% | $6,247+43.5% | $3,224+178.1% |
| Admin fee / account holder | $230 | $128+79.4% | $9,243-97.5% | $110+108.3% |