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.
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 |
|---|---|---|
SWERDLIN & COMPANY3+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $31,714 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 58-1989031 P.O. BOX 17748 · DENVER, CO 802177748 | Securities Custodian | $17,804 |
Service code 27 · EIN 72-1396621 | Advisory (Plan) | $17,048 |
Service code 27 · EIN 58-1989031 1180 WEST PEACHTREE ST, SUITE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $17,000 |
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 | $155,388 | $81,537+90.6% | $149,718+3.8% | $69,631+123.2% |
| Participation rate | 91.5% | 86.1%+5.3pp | 87.1%+4.4pp | 70.7%+20.8pp |
| Annual return | 19.32% | 22.79%-3.5pp | 1501.63%-1482.3pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $4,384 | $3,239+35.4% | $5,445-19.5% | $2,032+115.8% |
| Participant deferral / active EE | $9,830 | $4,994+96.8% | $6,569+49.6% | $3,224+204.9% |
| Admin fee / account holder | $273 | $107+155.5% | $11,283-97.6% | $110+147.3% |