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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $56,321 |
M HOLDING SECURITIES, INC.5+ years Filed as: P&M HOLDING GROUP, LLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $45,000 |
REHMANN ROBSON5+ years Filed as: THE REHMANN GROUP LLC Service code 10 5800 GRATIOT RD STE 201 · SAGINAW, MI 486052025 | Accounting | $14,200 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $434 |
TD AMERITRADE, INC.5+ years Service code 33 | Securities brokerage | $0 |
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 | $100,765 | $88,122+14.3% | $141,162-28.6% | $67,579+49.1% |
| Participation rate | 89.6% | 76.5%+13.1pp | 82.5%+7.1pp | 71.3%+18.3pp |
| Annual return | 9.27% | 75.40%-66.1pp | 71.39%-62.1pp | 378.56%-369.3pp |
| Employer contribution / active EE | $4,613 | $3,224+43.1% | $4,735-2.6% | $2,148+114.8% |
| Participant deferral / active EE | $9,202 | $5,958+54.5% | $6,709+37.2% | $3,539+160.0% |
| Admin fee / account holder | $175 | $131+33.8% | $10,261-98.3% | $142+23.1% |