Filed January 5, 2009 (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 |
|---|---|---|
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 PO BOX 71570 · CHICAGO, IL 606941570 | Accounting | $9,250 |
PLANPILOT, LLC1 year Service code 16 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Consulting | $8,500 |
TIAA1 year Filed as: TIAA - TEACHERS AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $4,535 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD Service code 17 · EIN 23-1945930 | Pension Consulting | $610 |
Filed as: FIDELITY INVEST INST'L OPS CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $425 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $100 |
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 | $59,905 | $70,083-14.5% | $59,8780% | $55,725+7.5% |
| Participation rate | 99.7% | 78.4%+21.3pp | 74.7%+25.0pp | 70.9%+28.8pp |
| Annual return | -3.87% | 3.13%-7.0pp | 3.46%-7.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $5,525 | $2,878+92.0% | $2,722+103.0% | $2,078+165.9% |
| Participant deferral / active EE | $4,764 | $3,079+54.7% | $3,402+40.0% | $3,356+42.0% |
| Admin fee / account holder | $24 | $70-66.2% | $3,590-99.3% | $115-79.4% |