Filed January 18, 2007 (most recent of 2 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 |
|---|---|---|
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $108,990 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $44,715 |
Service code 99 · EIN 46-0927748 | Other Fees | $26,650 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $19,209 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 99 · EIN 13-5381590 | Other Fees | $18,000 |
HARRY K. FRIEDMAN6+ years Service code 99 · EIN 03-4407517 | Other Fees | $15,858 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,460 |
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 | $191,412 | $105,581+81.3% | $70,449+171.7% | $90,288+112.0% |
| Participation rate | 82.5% | 77.5%+5.0pp | 75.1%+7.4pp | 73.4%+9.1pp |
| Annual return | 12.17% | 14.78%-2.6pp | 109.03%-96.9pp | 53.97%-41.8pp |
| Employer contribution / active EE | $5,206 | $3,304+57.6% | $2,737+90.2% | $2,524+106.2% |
| Participant deferral / active EE | $6,420 | $3,813+68.4% | $3,709+73.1% | $4,232+51.7% |
| Admin fee / account holder | $68 | $68+1.2% | $3,845-98.2% | $114-40.1% |