Filed June 8, 2009 (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 |
|---|---|---|
CHERRY STREET PARTNERS1 year Service code 22 · EIN 84-1059236 | Insurance Broker | $25,139 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST CO. Service code 15 · EIN 20-0937408 | Recordkeeping | $6,773 |
Filed as: ASPIRE Service code 15 · EIN 27-1033755 | Recordkeeping | $6,425 |
Service code 16 · EIN 31-1582098 | Consulting | $5,159 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $130,267 | $73,102+78.2% | $123,544+5.4% | $56,287+131.4% |
| Participation rate | 75.5% | 74.3%+1.2pp | 82.3%-6.8pp | 69.9%+5.6pp |
| Annual return | -5.13% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,471 | $2,977-50.6% | $4,628-68.2% | $2,111-30.3% |
| Participant deferral / active EE | $6,387 | $5,423+17.8% | $6,426-0.6% | $3,350+90.7% |
| Admin fee / account holder | $407 | $554-26.5% | $9,284-95.6% | $521-21.9% |