Filed March 17, 2006
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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $75,498 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $8,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,242 | $84,948+73.3% | $70,449+109.0% | $73,409+100.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 13.49% | 13.39%+0.1pp | 109.03%-95.5pp | 59.29%-45.8pp |
| Employer contribution / active EE | $4,321 | $2,834+52.5% | $2,737+57.9% | $2,234+93.5% |
| Participant deferral / active EE | $5,590 | $3,387+65.0% | $3,709+50.7% | $3,805+46.9% |
| Admin fee / account holder | $88 | $98-10.1% | $3,845-97.7% | $158-44.1% |