Filed April 14, 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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $104,095 |
USI CONSULTING GROUP3 years Service code 16 · EIN 06-1397347 | Consulting | $47,431 |
COHNREZNICK LLP10+ years Service code 10 · EIN 33-4144829 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,846 | $91,762+129.8% | $67,502+212.4% | $77,643+171.6% |
| Participation rate | 92.5% | 75.9%+16.6pp | 72.9%+19.7pp | 70.6%+22.0pp |
| Annual return | 11.56% | 14.87%-3.3pp | 3512.12%-3500.6pp | 31.24%-19.7pp |
| Employer contribution / active EE | $5,210 | $3,181+63.8% | $2,731+90.8% | $2,726+91.2% |
| Participant deferral / active EE | $6,049 | $3,903+55.0% | $4,000+51.2% | $4,647+30.2% |
| Admin fee / account holder | $76 | $176-56.5% | $3,998-98.1% | $430-82.2% |