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 SERVICES4+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $114,304 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $14,850 |
TD AMERITRADE, INC.4+ 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 | $39,261 | $80,005-50.9% | $140,016-72.0% | $55,725-29.5% |
| Participation rate | 95.6% | 87.0%+8.6pp | 87.5%+8.1pp | 70.9%+24.8pp |
| Annual return | -4.58% | 0.46%-5.0pp | 651.12%-655.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,542 | $3,403-54.7% | $5,606-72.5% | $2,078-25.8% |
| Participant deferral / active EE | $3,999 | $5,264-24.0% | $6,927-42.3% | $3,356+19.2% |
| Admin fee / account holder | $133 | $116+15.4% | $10,705-98.8% | $115+15.9% |