Filed April 1, 2012
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 |
|---|---|---|
Filed as: RETIREMENT STRATEGIES, INC Service code 13 229 FURTY'S FERRY RD, STE 131 · AUGUSTA, GA 30907 | Contract Administrator | $40,041 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,775 |
FIRST PARTY ADMINISTRATOR, LLC3+ years Service code 13 · EIN 46-2023154 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $3,548 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $54 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 · EIN 13-2740599 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,710 | $60,545-64.1% | $92,233-76.5% | $69,631-68.8% |
| Participation rate | 96.2% | 72.2%+24.0pp | 76.5%+19.7pp | 70.7%+25.5pp |
| Annual return | 15.61% | 19.71%-4.1pp | 176.28%-160.7pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,238 | $2,633-53.0% | $3,679-66.3% | $2,032-39.1% |
| Participant deferral / active EE | $3,646 | $2,828+28.9% | $3,897-6.4% | $3,224+13.1% |
| Admin fee / account holder | $24 | $145-83.6% | $5,194-99.5% | $110-78.5% |