Filed November 20, 1996
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 |
|---|---|---|
FUND DIRECT ADVISORS1+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $35,518 |
STANLEY BENEFIT SERVICES, INC.1+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $33,797 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE INC Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $21,030 |
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 | $217,180 | $88,324+145.9% | $115,037+88.8% | $55,191+293.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 1.78% | 6.30%-4.5pp | 26.14%-24.4pp | 10.78%-9.0pp |
| Employer contribution / active EE | $10,843 | $2,805+286.6% | $4,608+135.3% | $1,899+471.1% |
| Participant deferral / active EE | $6,413 | $5,042+27.2% | $6,026+6.4% | $3,046+110.5% |
| Admin fee / account holder | $266 | $105+152.2% | $8,175-96.7% | $91+192.7% |