Filed November 16, 2005
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: CORNERSTONE ADVISORS ASSET MGMT. Service code 27 · EIN 75-3204798 | Advisory (Plan) | $63,244 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $53,507 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,747 | $96,018+97.6% | $65,493+189.7% | $85,563+121.8% |
| Participation rate | 96.3% | 74.8%+21.5pp | 73.1%+23.2pp | 66.0%+30.4pp |
| Annual return | 13.72% | 14.51%-0.8pp | 982.45%-968.7pp | 31.51%-17.8pp |
| Employer contribution / active EE | $4,953 | $3,235+53.1% | $2,574+92.4% | $2,654+86.7% |
| Participant deferral / active EE | $4,543 | $4,055+12.1% | $3,961+14.7% | $4,375+3.8% |
| Admin fee / account holder | $151 | $271-44.3% | $5,028-97.0% | $834-81.9% |