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 |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $210,987 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 99 · EIN 36-4001764 | Other Fees | $48,722 |
Service code 99 · EIN 46-0927748 | Other Fees | $27,550 |
HARRY K. FRIEDMAN9+ years Service code 99 · EIN 03-4407517 | Other Fees | $17,641 |
THE ANGELL PENSION GROUP, INC.9+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $14,547 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,195 |
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 | $204,516 | $105,179+94.4% | $64,056+219.3% | $80,160+155.1% |
| Participation rate | 81.9% | 73.5%+8.4pp | 72.3%+9.6pp | 72.9%+9.0pp |
| Annual return | 14.73% | 20.34%-5.6pp | 33.69%-19.0pp | 40.38%-25.6pp |
| Employer contribution / active EE | $6,989 | $3,311+111.1% | $2,747+154.5% | $2,978+134.7% |
| Participant deferral / active EE | $7,804 | $4,020+94.1% | $3,880+101.1% | $5,017+55.5% |
| Admin fee / account holder | $90 | $113-20.2% | $3,068-97.1% | $145-37.7% |