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 |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT2 years Service code 27 · EIN 52-2044910 5801 KENNETT PIKE · WILMINGTON, DE 19807 | Advisory (Plan) | $9,383 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 64 · EIN 20-0937408 717 17TH STREET SUITE 1800 · DENVER, CO 80202 | Recordkeeping Fees | $4,923 |
ASPIRE FINANCIAL SERVICES2 years Service code 64 · EIN 27-1033755 4010 BOY SCOUT BLVD. #450 · TAMPA, FL 33607 | Recordkeeping Fees | $2,284 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 · EIN 23-2942715 511 SCHOOLHOUSE RD SUITE 400 · KENNETT SQUARE, PA 19348 | Contract Administrator | $450 |
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 | $98,183 | $48,570+102.1% | $130,648-24.8% | $72,985+34.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 17.14% | 38.63%-21.5pp | 1708.96%-1691.8pp | 81.00%-63.9pp |
| Employer contribution / active EE | $3,934 | $1,334+194.9% | $4,092-3.9% | $2,440+61.2% |
| Participant deferral / active EE | $2,759 | $2,384+15.7% | $3,603-23.4% | $3,607-23.5% |
| Admin fee / account holder | $118 | $3,549-96.7% | $5,464-97.8% | $5,124-97.7% |