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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $69,825 |
PLANPILOT, LLC10+ years Service code 28 · EIN 45-4168388 | Investment Management | $51,319 |
OLSEN THIELEN & CO., LTD.3 years Service code 10 · EIN 41-1360831 | Accounting | $11,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,781 | $96,018+60.2% | $65,493+134.8% | $85,563+79.7% |
| Participation rate | 99.4% | 74.8%+24.6pp | 73.1%+26.3pp | 66.0%+33.4pp |
| Annual return | 10.85% | 14.51%-3.7pp | 982.45%-971.6pp | 31.51%-20.7pp |
| Employer contribution / active EE | $9,351 | $3,235+189.0% | $2,574+263.3% | $2,654+252.4% |
| Participant deferral / active EE | $3,351 | $4,055-17.4% | $3,961-15.4% | $4,375-23.4% |
| Admin fee / account holder | $164 | $271-39.4% | $5,028-96.7% | $834-80.4% |