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 MANAGEMENT3 years Service code 27 · EIN 52-2044910 5801 KENNETT PIKE · WILMINGTON, DE 19807 | Advisory (Plan) | $12,291 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 64 · EIN 20-0937408 717 17TH STREET SUITE 1800 · DENVER, CO 80202 | Recordkeeping Fees | $6,336 |
ASPIRE FINANCIAL SERVICES3 years Service code 64 · EIN 27-1033755 4010 BOY SCOUT BLVD. #450 · TAMPA, FL 33607 | Recordkeeping Fees | $2,941 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 · EIN 23-2942715 511 SCHOOLHOUSE RD SUITE 400 · KENNETT SQUARE, PA 19348 | Contract Administrator | $200 |
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 | $109,568 | $53,777+103.7% | $134,143-18.3% | $79,858+37.2% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 12.87% | 19.01%-6.1pp | 36.33%-23.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $4,341 | $1,321+228.6% | $3,704+17.2% | $2,471+75.7% |
| Participant deferral / active EE | $2,915 | $2,420+20.5% | $3,499-16.7% | $3,740-22.1% |
| Admin fee / account holder | $145 | $3,984-96.4% | $6,684-97.8% | $5,306-97.3% |