Filed October 18, 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 |
|---|---|---|
TIAA4 years Filed as: TIAA TEACHERS INS & ANNUITY ASSC. Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Securities Custodian | $111,804 |
PLANPILOT, LLC10+ years Filed as: PLAN PILOT, LLC Service code 16 · EIN 45-4168388 223 W. JACKSON BLVD STE 800 · CHICAGO, IL 606066913 | Consulting | $32,072 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 910 E SAINT LOUIS ST STE 400 · SPRINGFIELD, MO 65806 | Accounting | $26,730 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 16 · EIN 04-3046611 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Consulting | $22,000 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 200 E MAIN ST, SUITE 700 · FORT WAYNE, IN 468021900 | Accounting | $9,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,467 | $96,018+106.7% | $65,493+203.0% | $85,563+132.0% |
| Participation rate | 97.9% | 74.8%+23.1pp | 73.1%+24.8pp | 66.0%+31.9pp |
| Annual return | 13.23% | 14.51%-1.3pp | 982.45%-969.2pp | 31.51%-18.3pp |
| Employer contribution / active EE | $4,910 | $3,235+51.8% | $2,574+90.7% | $2,654+85.0% |
| Participant deferral / active EE | $5,776 | $4,055+42.5% | $3,961+45.8% | $4,375+32.0% |
| Admin fee / account holder | $209 | $271-22.9% | $5,028-95.9% | $834-75.0% |