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 | $96,155 |
M HOLDING SECURITIES, INC.6+ years Filed as: P&M HOLDING GROUP, LLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $34,391 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $11,388 |
REHMANN ROBSON6+ years Filed as: THE REHMANN GROUP LLC Service code 10 5800 GRATIOT RD STE 201 · SAGINAW, MI 486052025 | Accounting | $4,875 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $75 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,597 | $100,801+17.7% | $149,696-20.8% | $73,409+61.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 15.95% | 265.34%-249.4pp | 276.60%-260.7pp | 59.29%-43.3pp |
| Employer contribution / active EE | $4,755 | $3,312+43.6% | $4,644+2.4% | $2,234+112.9% |
| Participant deferral / active EE | $9,569 | $6,404+49.4% | $6,842+39.9% | $3,805+151.5% |
| Admin fee / account holder | $231 | $181+27.5% | $9,309-97.5% | $158+46.0% |