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 ADVISORS4+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $43,240 |
STANLEY BENEFIT SERVICES, INC.4+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $40,734 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE INC Service code 18 · EIN 20-0937408 | Direct payment from the plan; Trustee... | $28,228 |
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 | $288,122 | $75,388+282.2% | $123,544+133.2% | $55,725+417.0% |
| Participation rate | 99.7% | 75.7%+24.1pp | 82.3%+17.4pp | 70.9%+28.9pp |
| Annual return | 12.63% | 4.48%+8.1pp | 119.20%-106.6pp | 244.93%-232.3pp |
| Employer contribution / active EE | $12,739 | $3,063+315.9% | $4,628+175.3% | $2,078+513.0% |
| Participant deferral / active EE | $7,393 | $5,651+30.8% | $6,426+15.1% | $3,356+120.3% |
| Admin fee / account holder | $250 | $120+108.8% | $9,284-97.3% | $115+117.1% |