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) | $69,991 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $47,549 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,588 | $91,621+85.1% | $67,511+151.2% | $77,671+118.3% |
| Participation rate | 95.9% | 76.0%+20.0pp | 72.9%+23.0pp | 70.6%+25.3pp |
| Annual return | 11.73% | 14.87%-3.1pp | 3517.41%-3505.7pp | 31.21%-19.5pp |
| Employer contribution / active EE | $5,504 | $3,184+72.9% | $2,733+101.4% | $2,726+101.9% |
| Participant deferral / active EE | $4,197 | $3,906+7.4% | $4,000+4.9% | $4,648-9.7% |
| Admin fee / account holder | $144 | $176-18.1% | $3,999-96.4% | $430-66.4% |