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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $53,555 |
PLANPILOT, LLC8+ years Service code 28 · EIN 45-4168388 | Investment Management | $36,774 |
Service code 10 · EIN 41-1360831 | Accounting | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,697 | $83,884+68.9% | $64,056+121.2% | $74,419+90.4% |
| Participation rate | 95.5% | 76.6%+18.9pp | 72.3%+23.2pp | 70.7%+24.8pp |
| Annual return | 9.36% | 16.57%-7.2pp | 33.69%-24.3pp | 34.38%-25.0pp |
| Employer contribution / active EE | $8,261 | $3,084+167.9% | $2,747+200.8% | $2,637+213.2% |
| Participant deferral / active EE | $3,064 | $3,692-17.0% | $3,880-21.0% | $4,528-32.3% |
| Admin fee / account holder | $127 | $196-35.5% | $3,068-95.9% | $348-63.6% |