Filed July 20, 2006 (most recent of 5 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 |
|---|---|---|
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 15 · EIN 20-0937408 | Recordkeeping | $11,155 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,018 | $48,076-68.8% | $78,689-80.9% | $62,891-76.1% |
| Participation rate | 90.5% | 65.2%+25.3pp | 73.6%+16.9pp | 69.3%+21.2pp |
| Annual return | 5.60% | 31.35%-25.8pp | 62.18%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,878 | $2,015-6.8% | $2,851-34.1% | $2,281-17.7% |
| Participant deferral / active EE | $3,883 | $2,588+50.0% | $3,517+10.4% | $3,203+21.2% |
| Admin fee / account holder | $93 | $3,207-97.1% | $4,510-97.9% | $4,296-97.8% |