Filed May 17, 2008
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 |
|---|---|---|
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $31,121 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $19,250 |
TIAA3+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $2,040 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $129,430 | $92,091+40.5% | $62,995+105.5% | $77,958+66.0% |
| Participation rate | 98.3% | 74.5%+23.8pp | 74.8%+23.5pp | 71.6%+26.6pp |
| Annual return | 14.51% | 16.23%-1.7pp | 87.57%-73.1pp | 20.87%-6.4pp |
| Employer contribution / active EE | $5,431 | $3,424+58.6% | $2,759+96.9% | $2,310+135.1% |
| Participant deferral / active EE | $4,357 | $3,361+29.6% | $3,329+30.9% | $3,537+23.2% |
| Admin fee / account holder | $26 | $48-45.5% | $3,600-99.3% | $97-73.2% |