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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $27,125 |
WISS & COMPANY, LLP4 years Filed as: WISS AND COMPANY, LLC Service code 10 · EIN 22-1732349 | Accounting | $18,500 |
PLANPILOT, LLC2 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $218,108 | $67,984+220.8% | $65,493+233.0% | $74,304+193.5% |
| Participation rate | 98.4% | 66.3%+32.1pp | 73.1%+25.3pp | 60.3%+38.1pp |
| Annual return | 12.88% | 19.87%-7.0pp | 982.45%-969.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $4,903 | $2,491+96.8% | $2,574+90.5% | $2,241+118.8% |
| Participant deferral / active EE | $5,210 | $3,346+55.7% | $3,961+31.5% | $3,767+38.3% |
| Admin fee / account holder | $214 | $1,373-84.4% | $5,028-95.7% | $2,969-92.8% |