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 | $93,563 |
CAMMACK LARHETTE ADVISORS5+ years Service code 28 · EIN 20-4668732 | Investment Management | $17,239 |
FUST CHARLES CHAMBERS LLP4+ years Service code 28 · EIN 16-1226221 | Investment Management | $14,472 |
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 | $83,474 | $101,523-17.8% | $141,162-40.9% | $77,787+7.3% |
| Participation rate | 99.7% | 77.4%+22.3pp | 82.5%+17.2pp | 73.2%+26.4pp |
| Annual return | 20.00% | 56.22%-36.2pp | 71.39%-51.4pp | 32.57%-12.6pp |
| Employer contribution / active EE | $8,608 | $3,341+157.7% | $4,735+81.8% | $2,504+243.7% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $56 | $92-39.3% | $10,261-99.5% | $100-44.5% |