Filed November 9, 2005
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 |
|---|---|---|
PLANPILOT, LLC2+ years Filed as: PLAN PILOT, LLC Service code 28 · EIN 45-4168388 | Investment Management | $9,017 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $69 |
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 | $110,155 | $68,408+61.0% | $57,179+92.7% | $57,658+91.0% |
| Participation rate | 98.7% | 79.1%+19.6pp | 75.3%+23.4pp | 70.2%+28.5pp |
| Annual return | 7.38% | 8.51%-1.1pp | 14.59%-7.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $4,232 | $2,869+47.5% | $2,682+57.8% | $1,974+114.4% |
| Participant deferral / active EE | $6,884 | $2,903+137.1% | $3,096+122.3% | $3,061+124.9% |
| Admin fee / account holder | $13 | $70-81.7% | $3,139-99.6% | $95-86.5% |