Filed March 9, 2006 (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 Service code 15 · EIN 13-1624203 | Recordkeeping | $58,950 |
PLANPILOT, LLC1 year Service code 16 · EIN 45-4168388 | Consulting | $42,000 |
Filed as: HARDING, SHYMANSKI & COMPANY, P.S.C Service code 10 · EIN 35-1346211 | Accounting | $17,828 |
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 | $140,443 | $79,124+77.5% | $60,874+130.7% | $64,808+116.7% |
| Participation rate | 88.9% | 77.7%+11.1pp | 73.1%+15.7pp | 71.5%+17.4pp |
| Annual return | -11.61% | -7.13%-4.5pp | 16.90%-28.5pp | 32.82%-44.4pp |
| Employer contribution / active EE | $3,865 | $3,050+26.7% | $2,701+43.1% | $2,506+54.2% |
| Participant deferral / active EE | $5,201 | $3,725+39.6% | $3,817+36.3% | $4,310+20.7% |
| Admin fee / account holder | $97 | $106-8.5% | $3,224-97.0% | $188-48.5% |