Filed November 29, 2005 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 OPERATIONS COMPANY, INC. · BOSTON, MA 021093614 | Recordkeeping Fees | $111,532 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $87,000 |
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANN Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $81,218 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,827 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,624 | $115,444-4.2% | $65,493+68.9% | $102,872+7.5% |
| Participation rate | 94.0% | 71.2%+22.8pp | 73.1%+20.9pp | 73.0%+20.9pp |
| Annual return | 13.19% | 15.94%-2.7pp | 982.45%-969.3pp | 19.06%-5.9pp |
| Employer contribution / active EE | $6,741 | $3,409+97.7% | $2,574+161.9% | $3,526+91.2% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $3,961-100.0% | $5,535-100.0% |
| Admin fee / account holder | $84 | $123-31.4% | $5,028-98.3% | $292-71.1% |