Filed October 27, 2010 (most recent of 4 filings on file)
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 5-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 |
|---|---|---|
Filed as: VOYA Service code 37 · EIN 02-0488491 | Loan Processing | $10,535 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE INSTITUTIONAL Service code 52 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Indirect Investment Fees | $215 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 60 · EIN 23-1945930 | Sub-TA Fees | $0 |
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 | $156,597 | $71,957+117.6% | $67,652+131.5% | $59,188+164.6% |
| Participation rate | 97.9% | 82.7%+15.2pp | 75.7%+22.2pp | 69.4%+28.5pp |
| Annual return | 1037.62% | 8.53%+1029.1pp | 6625.04%-5587.4pp | 5.51%+1032.1pp |
| Employer contribution / active EE | $4,282 | $2,432+76.1% | $2,266+89.0% | $2,098+104.1% |
| Participant deferral / active EE | $3,637 | $4,211-13.6% | $3,560+2.2% | $3,265+11.4% |
| Admin fee / account holder | $7 | $64-89.3% | $4,821-99.9% | $92-92.6% |