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 SERVICES2+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $72,398 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONS Service code 26 · EIN 26-1370206 | Advisory (Participants) | $15,000 |
Service code 16 · EIN 51-0595589 | Consulting | $15,000 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $11,605 |
BARLEY MCNAMARA WILD1 year Filed as: BARLEY MCNAMARA WILD CPA & ASSOC Service code 10 · EIN 27-3236857 | Accounting | $9,000 |
TD AMERITRADE, INC.2+ 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 | $30,351 | $71,802-57.7% | $133,980-77.3% | $57,658-47.4% |
| Participation rate | 94.7% | 85.5%+9.3pp | 87.1%+7.7pp | 70.2%+24.5pp |
| Annual return | 10.04% | 13.51%-3.5pp | 29.30%-19.3pp | 5.13%+4.9pp |
| Employer contribution / active EE | $1,493 | $3,161-52.8% | $5,211-71.4% | $1,974-24.4% |
| Participant deferral / active EE | $3,826 | $4,606-16.9% | $6,282-39.1% | $3,061+25.0% |
| Admin fee / account holder | $111 | $88+27.0% | $9,324-98.8% | $95+17.8% |