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 |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $195,470 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 99 · EIN 36-4001764 | Other Fees | $47,347 |
Service code 99 · EIN 46-0927748 | Other Fees | $38,850 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $16,810 |
HARRY K. FRIEDMAN8+ years Service code 99 · EIN 03-4407517 | Other Fees | $5,812 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,280 |
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 | $183,863 | $98,780+86.1% | $60,874+202.0% | $77,904+136.0% |
| Participation rate | 80.1% | 76.7%+3.4pp | 73.1%+7.0pp | 73.7%+6.4pp |
| Annual return | -10.89% | -11.56%+0.7pp | 16.90%-27.8pp | 12.21%-23.1pp |
| Employer contribution / active EE | $7,188 | $3,605+99.4% | $2,701+166.1% | $2,848+152.4% |
| Participant deferral / active EE | $7,378 | $4,200+75.6% | $3,817+93.3% | $4,806+53.5% |
| Admin fee / account holder | $87 | $89-1.2% | $3,224-97.3% | $133-34.0% |