Filed December 1, 2005
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 |
|---|---|---|
MAXWELL LOCKE & RITTER LLP2+ years Filed as: MAXWELL LOCKE & RITTER Service code 27 · EIN 74-2900215 | Advisory (Plan) | $40,000 |
RETIREMENT HORIZONS INC.2+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $30,053 |
BULL & ASSOCIATES2+ years Service code 10 · EIN 74-2674816 | Accounting | $10,987 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 21 · EIN 84-0519832 | Bank Trustee | $8,638 |
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 | $65,762 | $107,378-38.8% | $108,579-39.4% | $57,658+14.1% |
| Participation rate | 76.8% | 77.1%-0.3pp | 79.6%-2.8pp | 70.2%+6.5pp |
| Annual return | 9.48% | 12.80%-3.3pp | -51.70%+61.2pp | 5.13%+4.3pp |
| Employer contribution / active EE | $964 | $1,782-45.9% | $3,758-74.4% | $1,974-51.2% |
| Participant deferral / active EE | $2,415 | $3,221-25.0% | $4,311-44.0% | $3,061-21.1% |
| Admin fee / account holder | $239 | $108+120.3% | $7,645-96.9% | $95+152.9% |