Filed March 8, 2004
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 |
|---|---|---|
UNTD PLAN FINAN SERVICES OF AMERICA1 year Service code 28 · EIN 86-0588303 | Investment Management | $11,739 |
Filed as: STOKER OSTLER WEATLH Service code 28 · EIN 86-0862232 | Investment Management | $7,781 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 50 · EIN 06-0988655 | Direct Payment | $5,748 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $281,248 | $73,102+284.7% | $123,544+127.6% | $56,287+399.7% |
| Participation rate | 98.4% | 74.3%+24.1pp | 82.3%+16.2pp | 69.9%+28.6pp |
| Annual return | -6.31% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $10,358 | $2,977+247.9% | $4,628+123.8% | $2,111+390.6% |
| Participant deferral / active EE | $10,851 | $5,423+100.1% | $6,426+68.9% | $3,350+223.9% |
| Admin fee / account holder | $19 | $554-96.6% | $9,284-99.8% | $521-96.4% |