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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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, LLP2 years 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, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 200 E MAIN ST, SUITE 700 · FORT WAYNE, IN 468021900 | Accounting | $9,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,467 | $93,351+112.6% | $62,929+215.4% | $79,634+149.2% |
| Participation rate | 97.9% | 74.6%+23.3pp | 73.1%+24.8pp | 62.5%+35.4pp |
| Annual return | 13.23% | 14.37%-1.1pp | 1063.93%-1050.7pp | 36.46%-23.2pp |
| Employer contribution / active EE | $4,910 | $3,135+56.6% | $2,505+96.0% | $2,529+94.1% |
| Participant deferral / active EE | $5,776 | $3,921+47.3% | $3,888+48.6% | $3,835+50.6% |
| Admin fee / account holder | $209 | $229-9.0% | $5,065-95.9% | $1,002-79.2% |