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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $131,092 |
Service code 28 · EIN 26-0058143 | Investment Management | $26,321 |
FUST CHARLES CHAMBERS LLP2 years Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 | Accounting | $14,895 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,517 | $107,459+23.3% | $135,903-2.5% | $80,160+65.3% |
| Participation rate | 98.0% | 78.0%+20.0pp | 81.9%+16.1pp | 72.9%+25.1pp |
| Annual return | 15.68% | 91.91%-76.2pp | 68.23%-52.5pp | 40.38%-24.7pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $13,434 | $8,195+63.9% | $7,758+73.2% | $5,017+167.8% |
| Admin fee / account holder | $73 | $127-42.3% | $10,762-99.3% | $145-49.4% |