Filed March 17, 2010
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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSN Service code 72 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other investment fees and expenses | $30,730 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL FBO DAN BOARDMAN Service code 27 · EIN 04-3046611 4707 EXECUTIVE DR · SAN DIEGO, CA 921213091 | Advisory (Plan) | $11,935 |
BURR & BURTON ACADEMY1 year Service code 14 · EIN 03-0179404 PO BOX 498 · MANCHESTER, VT 05254 | Plan Administrator | $5,921 |
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 | $75,682 | $57,976+30.5% | $62,995+20.1% | $62,292+21.5% |
| Participation rate | 93.0% | 75.9%+17.0pp | 74.8%+18.2pp | 69.5%+23.4pp |
| Annual return | 15.78% | 17.54%-1.8pp | 87.57%-71.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,683 | $2,415+11.1% | $2,759-2.7% | $2,042+31.4% |
| Participant deferral / active EE | $4,467 | $2,956+51.1% | $3,329+34.2% | $3,169+41.0% |
| Admin fee / account holder | $222 | $276-19.5% | $3,600-93.8% | $479-53.7% |