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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $34,125 |
PLANPILOT, LLC2 years Service code 16 · EIN 45-4168388 | Consulting | $21,138 |
MELLOTT & MELLOTT PLL5 years Filed as: MELLOTT & MELLOTT, PLL Service code 10 · EIN 31-6063298 | Accounting | $11,000 |
PENTEGRA SERVICES, INC.1 year Service code 13 · EIN 13-3745616 | Contract Administrator | $3,372 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,358 | $96,018+66.0% | $65,493+143.3% | $85,563+86.2% |
| Participation rate | 83.2% | 74.8%+8.4pp | 73.1%+10.1pp | 66.0%+17.2pp |
| Annual return | 13.86% | 14.51%-0.7pp | 982.45%-968.6pp | 31.51%-17.7pp |
| Employer contribution / active EE | $3,699 | $3,235+14.3% | $2,574+43.7% | $2,654+39.4% |
| Participant deferral / active EE | $4,874 | $4,055+20.2% | $3,961+23.0% | $4,375+11.4% |
| Admin fee / account holder | $160 | $271-41.0% | $5,028-96.8% | $834-80.9% |