Filed February 28, 2006 (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 15 · EIN 13-1624203 | Recordkeeping | $70,972 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 99 · EIN 36-4001764 | Other Fees | $54,791 |
Filed as: CBIZ CPAS, P.C. Service code 99 · EIN 34-1846498 | Other Fees | $23,240 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $11,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,193 | $91,762+88.7% | $67,502+156.6% | $77,643+123.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.9%-6.2pp | 70.6%-3.9pp |
| Annual return | 11.06% | 14.87%-3.8pp | 3512.12%-3501.1pp | 31.24%-20.2pp |
| Employer contribution / active EE | $2,687 | $3,181-15.5% | $2,731-1.6% | $2,726-1.4% |
| Participant deferral / active EE | $5,202 | $3,903+33.3% | $4,000+30.1% | $4,647+11.9% |
| Admin fee / account holder | $98 | $176-44.6% | $3,998-97.6% | $430-77.3% |