Filed October 4, 1999 (most recent of 2 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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES1+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $58,280 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONS Service code 26 · EIN 26-1370206 | Advisory (Participants) | $18,750 |
Service code 16 · EIN 51-0595589 | Consulting | $15,000 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $12,022 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST CO 20-0937408 Service code 19 | Securities Custodian | $0 |
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 | $35,504 | $68,413-48.1% | $123,104-71.2% | $55,191-35.7% |
| Participation rate | 93.1% | 84.5%+8.6pp | 86.8%+6.3pp | 69.2%+23.9pp |
| Annual return | -0.21% | 6.30%-6.5pp | 13.22%-13.4pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,762 | $3,050-42.2% | $5,151-65.8% | $1,899-7.2% |
| Participant deferral / active EE | $4,194 | $4,490-6.6% | $6,230-32.7% | $3,046+37.7% |
| Admin fee / account holder | $126 | $88+43.8% | $9,015-98.6% | $91+39.1% |