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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $36,148 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL FBO DAN BOARDMAN Service code 27 · EIN 04-3046611 4707 EXECUTIVE DR · SAN DIEGO, CA 921213091 | Advisory (Plan) | $16,272 |
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 | $71,630 | $55,002+30.2% | $59,878+19.6% | $56,287+27.3% |
| Participation rate | 98.7% | 75.9%+22.8pp | 74.7%+24.0pp | 69.9%+28.8pp |
| Annual return | -5.35% | 1.13%-6.5pp | 3.46%-8.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,601 | $2,448+6.3% | $2,722-4.4% | $2,111+23.2% |
| Participant deferral / active EE | $4,578 | $3,121+46.7% | $3,402+34.6% | $3,350+36.7% |
| Admin fee / account holder | $232 | $236-1.6% | $3,590-93.5% | $521-55.5% |