Filed January 23, 2009
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 |
|---|---|---|
Filed as: CARROLL CONSULTANTS ADVSORS, LTD Service code 27 · EIN 45-3943005 | Advisory (Plan) | $18,374 |
TIAA2+ years Filed as: TIAA- TEACHERS INS & ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $6,634 |
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 | $119,251 | $52,467+127.3% | $57,179+108.6% | $55,167+116.2% |
| Participation rate | 73.4% | 75.8%-2.4pp | 75.3%-1.9pp | 69.0%+4.4pp |
| Annual return | 6.27% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $5,462 | $2,477+120.5% | $2,682+103.6% | $1,963+178.3% |
| Participant deferral / active EE | $6,123 | $2,830+116.4% | $3,096+97.8% | $3,054+100.5% |
| Admin fee / account holder | $53 | $269-80.2% | $3,139-98.3% | $504-89.4% |