Filed December 4, 2007 (most recent of 4 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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $102,447 |
CAMMACK LARHETTE ADVISORS5+ years Service code 28 · EIN 20-4668732 | Investment Management | $21,542 |
FUST CHARLES CHAMBERS LLP4+ years Service code 28 · EIN 16-1226221 | Investment Management | $14,348 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,121 | $101,523-1.4% | $141,162-29.1% | $77,787+28.7% |
| Participation rate | 99.5% | 77.4%+22.1pp | 82.5%+17.0pp | 73.2%+26.2pp |
| Annual return | 21.22% | 56.22%-35.0pp | 71.39%-50.2pp | 32.57%-11.4pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $9,815 | $6,434+52.6% | $6,709+46.3% | $3,967+147.4% |
| Admin fee / account holder | $59 | $92-35.5% | $10,261-99.4% | $100-41.0% |