Filed July 24, 2000
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 & COMPANY2+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $111,937 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 18 717 17TH STREET, SUITE 1700 · DENVER, CO 802029331 | Custodial (other than securities); Tr... | $21,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,545 | $58,758-27.6% | $70,014-39.2% | $63,975-33.5% |
| Participation rate | 53.6% | 77.5%-23.9pp | 71.8%-18.2pp | 71.1%-17.6pp |
| Annual return | 7.45% | 18.05%-10.6pp | 12.99%-5.5pp | 48.65%-41.2pp |
| Employer contribution / active EE | $1,056 | $1,973-46.5% | $2,338-54.8% | $2,182-51.6% |
| Participant deferral / active EE | $1,873 | $2,912-35.7% | $2,931-36.1% | $3,356-44.2% |
| Admin fee / account holder | $63 | $71-10.8% | $4,380-98.6% | $70-10.0% |