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 |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,231 |
WISS & COMPANY, LLP3 years Filed as: WISS AND COMPANY, LLC Service code 10 · EIN 22-1732349 | Accounting | $18,000 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $6,000 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,244 |
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 | $193,277 | $69,763+177.0% | $67,502+186.3% | $74,495+159.5% |
| Participation rate | 98.9% | 71.4%+27.5pp | 72.9%+26.0pp | 67.2%+31.7pp |
| Annual return | 21.52% | -40.34%+61.9pp | 3512.12%-3490.6pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $4,656 | $2,704+72.2% | $2,731+70.5% | $2,623+77.5% |
| Participant deferral / active EE | $4,925 | $3,636+35.5% | $4,000+23.1% | $4,346+13.3% |
| Admin fee / account holder | $171 | $896-80.9% | $3,998-95.7% | $1,942-91.2% |