Filed October 5, 2011
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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $29,324 |
MELLOTT & MELLOTT PLL4 years Filed as: MELLOTT & MELLOTT, PLL Service code 10 · EIN 31-6063298 | Accounting | $12,850 |
Service code 16 · EIN 26-1233837 | Consulting | $4,432 |
PLANPILOT, LLC1 year Service code 16 · EIN 45-4168388 | Consulting | $4,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,837 | $69,763+109.0% | $67,502+116.0% | $74,495+95.8% |
| Participation rate | 99.1% | 71.4%+27.7pp | 72.9%+26.2pp | 67.2%+31.9pp |
| Annual return | 11.73% | -40.34%+52.1pp | 3512.12%-3500.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $4,172 | $2,704+54.3% | $2,731+52.8% | $2,623+59.1% |
| Participant deferral / active EE | $5,246 | $3,636+44.3% | $4,000+31.2% | $4,346+20.7% |
| Admin fee / account holder | $114 | $896-87.3% | $3,998-97.1% | $1,942-94.1% |