Filed November 26, 2007 (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 | $23,025 |
BCA WATSON RICE LLP8+ years Service code 10 · EIN 26-1726741 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,243 | $95,445+29.1% | $60,874+102.5% | $78,044+57.9% |
| Participation rate | 93.6% | 72.5%+21.1pp | 73.1%+20.5pp | 74.4%+19.1pp |
| Annual return | -11.60% | -12.21%+0.6pp | 16.90%-28.5pp | 10.87%-22.5pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,701-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $10,785 | $4,558+136.6% | $3,817+182.6% | $5,084+112.1% |
| Admin fee / account holder | $4 | $46-92.2% | $3,224-99.9% | $79-95.5% |