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 & COMPANY4+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $36,908 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 58-1989031 P.O. BOX 17748 · DENVER, CO 802177748 | Securities Custodian | $15,698 |
CARR, RIGGS & INGRAM, LLC2 years Service code 27 · EIN 72-1396621 | Advisory (Plan) | $12,750 |
Service code 27 · EIN 58-1989031 1180 WEST PEACHTREE ST, SUITE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $12,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $131,395 | $80,005+64.2% | $140,016-6.2% | $55,725+135.8% |
| Participation rate | 88.7% | 87.0%+1.7pp | 87.5%+1.2pp | 70.9%+17.8pp |
| Annual return | -2.46% | 0.46%-2.9pp | 651.12%-653.6pp | 244.93%-247.4pp |
| Employer contribution / active EE | $4,681 | $3,403+37.6% | $5,606-16.5% | $2,078+125.2% |
| Participant deferral / active EE | $9,907 | $5,264+88.2% | $6,927+43.0% | $3,356+195.2% |
| Admin fee / account holder | $221 | $116+91.2% | $10,705-97.9% | $115+92.0% |