Filed October 11, 2014
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 15 · EIN 13-5674085 | Recordkeeping | $51,682 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $38,215 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.5+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $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 | $48,307 | $74,347-35.0% | $93,606-48.4% | $67,579-28.5% |
| Participation rate | 74.5% | 80.6%-6.1pp | 75.8%-1.3pp | 71.3%+3.2pp |
| Annual return | 21.50% | 28.07%-6.6pp | 32.76%-11.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $2,665 | $2,583+3.2% | $2,718-1.9% | $2,148+24.1% |
| Participant deferral / active EE | $4,672 | $4,060+15.1% | $4,069+14.8% | $3,539+32.0% |
| Admin fee / account holder | $99 | $123-18.9% | $7,888-98.7% | $142-30.1% |