Filed April 14, 2006 (most recent of 2 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 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 27 · EIN 52-2044910 5801 KENNETT PIKE · WILMINGTON, DE 19807 | Advisory (Plan) | $5,395 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 64 · EIN 20-0937408 717 17TH STREET SUITE 1800 · DENVER, CO 80202 | Recordkeeping Fees | $2,945 |
Service code 64 · EIN 27-1033755 4010 BOY SCOUT BLVD. #450 · TAMPA, FL 33607 | Recordkeeping Fees | $1,722 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 · EIN 23-2942715 511 SCHOOLHOUSE RD SUITE 400 · KENNETT SQUARE, PA 19348 | Contract Administrator | $600 |
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 | $90,211 | $43,723+106.3% | $121,196-25.6% | $64,186+40.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -3.91% | 68.91%-72.8pp | 16.93%-20.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $4,476 | $1,296+245.3% | $4,022+11.3% | $2,381+88.0% |
| Participant deferral / active EE | $3,436 | $2,280+50.7% | $3,344+2.7% | $3,470-1.0% |
| Admin fee / account holder | $78 | $3,501-97.8% | $5,019-98.4% | $4,888-98.4% |