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&T2+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $351,204 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 · EIN 47-0533629 | Securities Custodian | $195,833 |
PRONVEST3+ years Service code 27 · EIN 62-1823351 | Advisory (Plan) | $119,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,357 | $112,134-0.7% | $149,718-25.6% | $80,976+37.5% |
| Participation rate | 85.3% | 87.3%-2.0pp | 87.1%-1.8pp | 68.3%+17.0pp |
| Annual return | 15.39% | 17.23%-1.8pp | 1501.63%-1486.2pp | 22.91%-7.5pp |
| Employer contribution / active EE | $3,442 | $3,991-13.8% | $5,445-36.8% | $2,402+43.3% |
| Participant deferral / active EE | $5,042 | $6,036-16.5% | $6,569-23.2% | $3,848+31.0% |
| Admin fee / account holder | $16 | $109-85.3% | $11,283-99.9% | $67-76.2% |