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 | $68,120 |
EIDE BAILLY LLP3+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 200 EAST 10TH STREET, SUITE 500 · SIOUX FALLS, SD 571046375 | Accounting | $10,437 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 717 17TH STREET, SUITE 1700 · DENVER, CO 80202 | Securities Custodian | $7,526 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,789 | $79,523+23.0% | $140,016-30.2% | $56,287+73.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -7.63% | 2.39%-10.0pp | 651.12%-658.7pp | -9.96%+2.3pp |
| Employer contribution / active EE | $6,971 | $3,350+108.1% | $5,606+24.4% | $2,111+230.2% |
| Participant deferral / active EE | $6,303 | $5,129+22.9% | $6,927-9.0% | $3,350+88.2% |
| Admin fee / account holder | $512 | $614-16.7% | $10,705-95.2% | $521-1.8% |