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&T3+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $388,053 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 19 · EIN 47-0533629 | Securities Custodian | $224,488 |
PRONVEST4+ years Service code 27 · EIN 62-1823351 | Advisory (Plan) | $136,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,312 | $96,381+7.2% | $140,016-26.2% | $73,367+40.8% |
| Participation rate | 86.2% | 90.1%-3.9pp | 87.5%-1.3pp | 69.5%+16.8pp |
| Annual return | -5.41% | -4.30%-1.1pp | 651.12%-656.5pp | 173.45%-178.9pp |
| Employer contribution / active EE | $3,646 | $4,168-12.5% | $5,606-35.0% | $2,499+45.9% |
| Participant deferral / active EE | $5,334 | $6,186-13.8% | $6,927-23.0% | $4,033+32.3% |
| Admin fee / account holder | $18 | $100-82.1% | $10,705-99.8% | $68-73.8% |