Filed July 15, 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 15 · EIN 84-0467907 | Recordkeeping | $57,517 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 59 | Shareholder Servicing | $0 |
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 | $171,403 | $28,416+503.2% | $73,545+133.1% | $69,631+146.2% |
| Participation rate | 95.2% | 38.3%+56.9pp | 54.9%+40.3pp | 70.7%+24.6pp |
| Annual return | 18.17% | -694.13%+712.3pp | -15.16%+33.3pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $3,109 | $430+622.1% | $1,219+155.0% | $2,032+53.0% |
| Participant deferral / active EE | $9,222 | $897+928.1% | $1,806+410.6% | $3,224+186.1% |
| Admin fee / account holder | $125 | $104+20.0% | $2,320-94.6% | $110+13.4% |