Filed October 22, 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 |
|---|---|---|
TIAA5 years Filed as: TIAA - CREF Service code 14 · EIN 13-1624203 | Plan Administrator | $81,287 |
MALONEY & NOVOTNY LLC8+ years Service code 10 · EIN 34-0677006 | Accounting | $18,000 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $17,542 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,575 | $79,124+94.1% | $60,874+152.3% | $64,808+137.0% |
| Participation rate | 96.3% | 77.7%+18.6pp | 73.1%+23.2pp | 71.5%+24.8pp |
| Annual return | -10.64% | -7.13%-3.5pp | 16.90%-27.5pp | 32.82%-43.5pp |
| Employer contribution / active EE | $6,456 | $3,050+111.7% | $2,701+139.0% | $2,506+157.6% |
| Participant deferral / active EE | $6,378 | $3,725+71.2% | $3,817+67.1% | $4,310+48.0% |
| Admin fee / account holder | $69 | $106-35.1% | $3,224-97.9% | $188-63.5% |