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 LLP3 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 750 3RD AVENUE · NEW YORK, NY 100172703 | Accounting | $15,225 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $630 |
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 | $126,567 | $53,822+135.2% | $75,696+67.2% | $85,850+47.4% |
| Participation rate | 97.4% | 69.1%+28.3pp | 74.8%+22.6pp | 69.3%+28.1pp |
| Annual return | 11.88% | 24.54%-12.7pp | 104.53%-92.6pp | 318.53%-306.7pp |
| Employer contribution / active EE | $482 | $2,017-76.1% | $2,743-82.4% | $2,565-81.2% |
| Participant deferral / active EE | $4,882 | $2,895+68.6% | $3,821+27.8% | $3,952+23.5% |
| Admin fee / account holder | $100 | $3,343-97.0% | $3,619-97.2% | $6,260-98.4% |