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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,398 |
CAMMACK LARHETTE ADVISORS4+ years Service code 28 · EIN 20-4668732 | Investment Management | $17,215 |
FUST CHARLES CHAMBERS LLP3+ years Service code 28 · EIN 16-1226221 | Investment Management | $14,497 |
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 | $71,659 | $88,874-19.4% | $123,544-42.0% | $75,289-4.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.3%+17.7pp | 72.4%+27.6pp |
| Annual return | -5.21% | 4.22%-9.4pp | 119.20%-124.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $8,251 | $3,256+153.4% | $4,628+78.3% | $2,405+243.1% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $44 | $95-53.7% | $9,284-99.5% | $102-57.2% |