Filed October 18, 2004
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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 750 3RD AVENUE · NEW YORK, NY 10017 | Accounting | $16,120 |
Service code 17 · EIN 26-1233837 19825-B NORTH COVE ROAD #105 · CORNELIUS, NC 28031 | Pension Consulting | $5,354 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $450 |
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 | $106,645 | $45,073+136.6% | $69,455+53.5% | $72,985+46.1% |
| Participation rate | 94.7% | 68.5%+26.2pp | 74.6%+20.1pp | 69.5%+25.3pp |
| Annual return | 16.26% | 22.65%-6.4pp | 28.97%-12.7pp | 81.00%-64.7pp |
| Employer contribution / active EE | $4,207 | $2,054+104.8% | $2,779+51.4% | $2,440+72.4% |
| Participant deferral / active EE | $5,874 | $2,602+125.8% | $3,535+66.1% | $3,607+62.8% |
| Admin fee / account holder | $113 | $3,056-96.3% | $3,839-97.1% | $5,124-97.8% |