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 ADVISORS2+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $37,190 |
STANLEY BENEFIT SERVICES, INC.2+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $29,685 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE INC Service code 18 · EIN 20-0937408 | Other fees; Trustee (directed); Custo... | $22,447 |
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 | $243,396 | $80,177+203.6% | $123,892+96.5% | $57,658+322.1% |
| Participation rate | 99.7% | 74.4%+25.2pp | 81.4%+18.3pp | 70.2%+29.4pp |
| Annual return | 14.31% | 17.90%-3.6pp | 47.52%-33.2pp | 5.13%+9.2pp |
| Employer contribution / active EE | $12,370 | $2,913+324.7% | $4,617+167.9% | $1,974+526.7% |
| Participant deferral / active EE | $6,445 | $5,130+25.6% | $5,984+7.7% | $3,061+110.6% |
| Admin fee / account holder | $245 | $106+130.8% | $8,357-97.1% | $95+159.6% |