Filed April 26, 2006
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 |
|---|---|---|
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Direct payment from the plan; Trustee... | $2,205 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,830 | $48,576-18.0% | $169,463-76.5% | $56,287-29.2% |
| Participation rate | 66.0% | 65.8%+0.2pp | 77.8%-11.8pp | 69.9%-3.9pp |
| Annual return | -8.37% | -2.51%-5.9pp | 1.83%-10.2pp | -9.96%+1.6pp |
| Employer contribution / active EE | $1,186 | $1,559-24.0% | $4,159-71.5% | $2,111-43.8% |
| Participant deferral / active EE | $2,098 | $3,275-35.9% | $5,277-60.2% | $3,350-37.4% |
| Admin fee / account holder | $14 | $435-96.7% | $9,109-99.8% | $521-97.2% |