Filed October 18, 2004
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 |
|---|---|---|
BB&T1+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $328,998 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 19 · EIN 47-0533629 | Securities Custodian | $214,073 |
PRONVEST2+ years Service code 27 · EIN 62-1823351 | Advisory (Plan) | $63,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,664 | $93,756+3.1% | $133,980-27.9% | $329,111-70.6% |
| Participation rate | 84.2% | 89.7%-5.6pp | 87.1%-2.9pp | 67.9%+16.3pp |
| Annual return | 29.79% | 20.33%+9.5pp | 29.30%+0.5pp | 16.35%+13.4pp |
| Employer contribution / active EE | $2,846 | $3,619-21.4% | $5,211-45.4% | $2,303+23.6% |
| Participant deferral / active EE | $4,094 | $5,685-28.0% | $6,282-34.8% | $3,682+11.2% |
| Admin fee / account holder | $16 | $90-82.7% | $9,324-99.8% | $754-97.9% |