Filed April 14, 2006 (most recent of 5 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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $307,438 |
MONTICELLO ASSOCIATES6+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 28 · EIN 84-1205635 | Investment Management | $50,863 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, L.L.C. Service code 16 · EIN 36-4171366 | Consulting | $32,575 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $14,775 |
NEAL FINANCIAL GROUP, LP1 year Filed as: NEAL, GERBER & EISENBERG, LLP Service code 29 · EIN 36-3532950 | Legal | $7,873 |
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 | $86,804 | $63,259+37.2% | $178,490-51.4% | $93,223-6.9% |
| Participation rate | 96.1% | 72.1%+23.9pp | 81.9%+14.1pp | 74.9%+21.2pp |
| Annual return | 14.81% | 19.93%-5.1pp | 151.07%-136.3pp | 19.29%-4.5pp |
| Employer contribution / active EE | $2,216 | $1,865+18.8% | $5,011-55.8% | $2,680-17.3% |
| Participant deferral / active EE | $5,177 | $3,372+53.5% | $5,202-0.5% | $4,563+13.4% |
| Admin fee / account holder | $46 | $58-21.5% | $13,984-99.7% | $79-42.5% |