Filed February 13, 2007
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 |
|---|---|---|
WELL AND GOOD LLC4 years Service code 17 · EIN 27-0984119 | Pension Consulting | $6,500 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,675 |
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 | $149,522 | $94,833+57.7% | $75,696+97.5% | $86,799+72.3% |
| Participation rate | 94.8% | 79.1%+15.7pp | 74.8%+20.0pp | 72.3%+22.5pp |
| Annual return | 13.20% | 16.91%-3.7pp | 104.53%-91.3pp | 97.91%-84.7pp |
| Employer contribution / active EE | $7,750 | $2,904+166.9% | $2,743+182.6% | $2,405+222.2% |
| Participant deferral / active EE | $6,836 | $3,632+88.2% | $3,821+78.9% | $4,131+65.5% |
| Admin fee / account holder | $12 | $109-89.1% | $3,619-99.7% | $170-93.0% |