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 ADVISORS3+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $41,389 |
STANLEY BENEFIT SERVICES, INC.3+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $37,104 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE INC Service code 18 · EIN 20-0937408 | Custodial (securities); Other fees; C... | $26,193 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $306,637 | $155,795+96.8% | $136,294+125.0% | $69,631+340.4% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 34.07% | 232464.33%-232430.3pp | 5155.94%-5121.9pp | 27571.02%-27537.0pp |
| Employer contribution / active EE | $13,024 | $2,991+335.5% | $4,695+177.4% | $2,032+540.9% |
| Participant deferral / active EE | $7,173 | $5,394+33.0% | $6,247+14.8% | $3,224+122.5% |
| Admin fee / account holder | $262 | $128+104.0% | $9,243-97.2% | $110+136.9% |