Filed December 6, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
FLEXPATH STRATEGIES, LLC4 years Service code 27 · EIN 46-4782313 120 VANTIS DR STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $91,968 |
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $90,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,634 | $115,444+79.9% | $65,493+217.0% | $102,872+101.8% |
| Participation rate | 54.8% | 71.2%-16.4pp | 73.1%-18.3pp | 73.0%-18.3pp |
| Annual return | 13.94% | 15.94%-2.0pp | 982.45%-968.5pp | 19.06%-5.1pp |
| Employer contribution / active EE | $2,095 | $3,409-38.5% | $2,574-18.6% | $3,526-40.6% |
| Participant deferral / active EE | $4,401 | $4,118+6.9% | $3,961+11.1% | $5,535-20.5% |
| Admin fee / account holder | $71 | $123-42.7% | $5,028-98.6% | $292-75.9% |