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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $420,496 |
Service code 37 · EIN 04-2647786 | Loan Processing | $298,680 |
PRONVEST6+ years Service code 27 · EIN 62-1823351 | Advisory (Plan) | $114,035 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 19 · EIN 47-0533629 | Securities Custodian | $54,118 |
BB&T5+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,619 | $139,268+0.3% | $177,821-21.5% | $106,222+31.4% |
| Participation rate | 91.5% | 91.6%0pp | 87.7%+3.8pp | 70.8%+20.7pp |
| Annual return | 89.96% | 17.20%+72.8pp | 48.32%+41.6pp | 21.69%+68.3pp |
| Employer contribution / active EE | $3,381 | $4,832-30.0% | $5,918-42.9% | $2,723+24.2% |
| Participant deferral / active EE | $4,776 | $7,227-33.9% | $7,714-38.1% | $4,600+3.8% |
| Admin fee / account holder | $16 | $97-83.6% | $12,427-99.9% | $78-79.8% |