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 PARTNERS2 years Service code 22 · EIN 84-1059236 | Insurance Broker | $23,047 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST CO. Service code 15 · EIN 20-0937408 | Recordkeeping | $6,718 |
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE Service code 15 · EIN 27-1033755 | Recordkeeping | $5,185 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,973 | $89,652+49.4% | $141,162-5.1% | $65,185+105.5% |
| Participation rate | 82.2% | 74.7%+7.5pp | 82.5%-0.3pp | 70.2%+12.0pp |
| Annual return | 19.87% | 32.79%-12.9pp | 71.39%-51.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $2,114 | $3,065-31.0% | $4,735-55.4% | $2,177-2.9% |
| Participant deferral / active EE | $6,938 | $5,691+21.9% | $6,709+3.4% | $3,514+97.5% |
| Admin fee / account holder | $426 | $569-25.0% | $10,261-95.8% | $847-49.7% |