Filed January 1, 2012
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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $27,190 |
WISS & COMPANY, LLP2 years Filed as: WISS AND COMPANY, LLC Service code 10 · EIN 22-1732349 354 EISENHOWER PKWY · LIVINGSTON, NJ 07039 | Accounting | $17,500 |
WELL AND GOOD LLC2 years Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $3,600 |
Service code 17 · EIN 26-1233837 19825B NORTHCOVE ROAD #105 · CORNELIUS, NC 280316445 | Pension Consulting | $2,917 |
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 | $163,139 | $65,557+148.9% | $64,056+154.7% | $71,457+128.3% |
| Participation rate | 98.8% | 73.2%+25.7pp | 72.3%+26.5pp | 67.9%+30.9pp |
| Annual return | 12.42% | 18.94%-6.5pp | 33.69%-21.3pp | 28.85%-16.4pp |
| Employer contribution / active EE | $4,682 | $2,669+75.4% | $2,747+70.5% | $2,588+80.9% |
| Participant deferral / active EE | $4,969 | $3,626+37.0% | $3,880+28.1% | $4,289+15.9% |
| Admin fee / account holder | $187 | $616-69.7% | $3,068-93.9% | $1,587-88.2% |