Filed June 30, 2015
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 41-1276678 7760 FRANCE AVENUE SOUTH, SUITE 950 · BLOOMINGTON, MN 55435 | Recordkeeping | $60,716 |
EIDE BAILLY LLP2+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 200 EAST 10TH STREET, SUITE 500 · SIOUX FALLS, SD 571046375 | Accounting | $10,331 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 717 17TH STREET, SUITE 1700 · DENVER, CO 80202 | Securities Custodian | $6,718 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,654 | $89,739+17.7% | $149,718-29.4% | $62,292+69.6% |
| Participation rate | 99.3% | 85.1%+14.2pp | 87.1%+12.2pp | 69.5%+29.8pp |
| Annual return | 17.28% | 21.01%-3.7pp | 1501.63%-1484.3pp | 28.90%-11.6pp |
| Employer contribution / active EE | $5,263 | $3,233+62.8% | $5,445-3.3% | $2,042+157.7% |
| Participant deferral / active EE | $6,068 | $4,797+26.5% | $6,569-7.6% | $3,169+91.5% |
| Admin fee / account holder | $492 | $551-10.8% | $11,283-95.6% | $479+2.6% |