Filed May 16, 2003
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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $17,213 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 1 LIBRARY LN · KINGSTON, NH 038484404 | Accounting | $15,150 |
WELL AND GOOD LLC2 years Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 1710 ADAMS ST. · MADISON, WI 537112142 | Advisory (Plan) | $6,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,595 | $65,557+84.0% | $64,056+88.3% | $71,457+68.8% |
| Participation rate | 91.6% | 73.2%+18.5pp | 72.3%+19.3pp | 67.9%+23.7pp |
| Annual return | 12.27% | 18.94%-6.7pp | 33.69%-21.4pp | 28.85%-16.6pp |
| Employer contribution / active EE | $2,762 | $2,669+3.5% | $2,747+0.6% | $2,588+6.7% |
| Participant deferral / active EE | $5,405 | $3,626+49.1% | $3,880+39.3% | $4,289+26.0% |
| Admin fee / account holder | $125 | $616-79.8% | $3,068-95.9% | $1,587-92.1% |