Filed October 12, 2006
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 |
|---|---|---|
TIAA5 years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $133,489 |
SEYFARTH SHAW LLP8 years Service code 29 · EIN 36-2152202 | Legal | $39,342 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $36,514 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $18,354 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,674 | $122,186+115.8% | $146,958+79.4% | $199,593+32.1% |
| Participation rate | 98.7% | 78.3%+20.4pp | 82.2%+16.6pp | 72.0%+26.8pp |
| Annual return | 14.35% | 30.56%-16.2pp | 418.34%-404.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $12,867 | $8,502+51.3% | $8,070+59.4% | $5,087+153.0% |
| Admin fee / account holder | $63 | $179-64.8% | $12,998-99.5% | $269-76.6% |