Filed March 25, 2008 (most recent of 3 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY2+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $31,094 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 58-1989031 P.O. BOX 17748 · DENVER, CO 802177748 | Securities Custodian | $15,725 |
Service code 27 · EIN 58-1989031 1180 WEST PEACHTREE ST, SUITE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $8,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,043 | $676,477-79.6% | $133,975+3.0% | - |
| Participation rate | 90.0% | 86.1%+3.9pp | 87.1%+2.9pp | - |
| Annual return | 9.53% | 1.79%+7.7pp | 29.29%-19.8pp | - |
| Employer contribution / active EE | $3,887 | $3,505+10.9% | $5,211-25.4% | - |
| Participant deferral / active EE | $8,952 | $5,893+51.9% | $6,282+42.5% | - |
| Admin fee / account holder | $244 | $42,217-99.4% | $9,324-97.4% | - |