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 |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $2,865 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Di... | $285 |
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 | $41,392 | $62,132-33.4% | $185,823-77.7% | $73,488-43.7% |
| Participation rate | 60.7% | 67.8%-7.1pp | 78.0%-17.3pp | 70.7%-10.0pp |
| Annual return | 9.71% | 20.44%-10.7pp | 35.95%-26.2pp | 28.51%-18.8pp |
| Employer contribution / active EE | $431 | $1,681-74.4% | $4,087-89.5% | $2,270-81.0% |
| Participant deferral / active EE | $1,987 | $3,711-46.5% | $5,632-64.7% | $3,740-46.9% |
| Admin fee / account holder | $11 | $419-97.3% | $9,500-99.9% | $513-97.8% |