Filed October 13, 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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,268 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $5,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,978 | $63,745+50.6% | $98,442-2.5% | $79,386+20.9% |
| Participation rate | 92.5% | 69.9%+22.6pp | 73.3%+19.1pp | 70.7%+21.7pp |
| Annual return | 13.90% | 625.80%-611.9pp | 1492.73%-1478.8pp | 116.85%-103.0pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,925 | $3,303+139.9% | $4,276+85.3% | $4,046+95.9% |
| Admin fee / account holder | $87 | $516-83.1% | $5,949-98.5% | $626-86.1% |