Filed October 18, 2004
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 |
|---|---|---|
PLANPILOT, LLC6+ years Service code 28 · EIN 45-4168388 | Investment Management | $36,774 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,263 |
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 | $161,113 | $94,833+69.9% | $75,696+112.8% | $86,799+85.6% |
| Participation rate | 96.4% | 79.1%+17.3pp | 74.8%+21.5pp | 72.3%+24.1pp |
| Annual return | 19.77% | 16.91%+2.9pp | 104.53%-84.8pp | 97.91%-78.1pp |
| Employer contribution / active EE | $5,498 | $2,904+89.3% | $2,743+100.4% | $2,405+128.6% |
| Participant deferral / active EE | $6,094 | $3,632+67.8% | $3,821+59.5% | $4,131+47.5% |
| Admin fee / account holder | $83 | $109-23.2% | $3,619-97.7% | $170-50.8% |