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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $108,577 |
CAMMACK LARHETTE ADVISORS6+ years Service code 28 · EIN 13-3052851 | Investment Management | $21,460 |
FUST CHARLES CHAMBERS LLP5+ years Service code 28 · EIN 16-1226221 | Investment Management | $14,215 |
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 | $114,099 | $127,481-10.5% | $149,696-23.8% | $90,288+26.4% |
| Participation rate | 99.3% | 78.2%+21.1pp | 82.5%+16.8pp | 73.4%+25.9pp |
| Annual return | 15.31% | 57.78%-42.5pp | 276.60%-261.3pp | 53.97%-38.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $11,231 | $6,975+61.0% | $6,842+64.2% | $4,232+165.4% |
| Admin fee / account holder | $60 | $152-60.2% | $9,309-99.4% | $114-47.1% |