Filed October 19, 2004 (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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $80,911 |
PLANPILOT, LLC10+ years Service code 16 · EIN 45-4168388 | Consulting | $33,141 |
CLIFTONLARSONALLEN LLP8 years Service code 10 · EIN 41-0746749 | Accounting | $5,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,869 | $91,762+28.5% | $67,502+74.6% | $77,643+51.8% |
| Participation rate | 96.3% | 75.9%+20.4pp | 72.9%+23.5pp | 70.6%+25.8pp |
| Annual return | 11.23% | 14.87%-3.6pp | 3512.12%-3500.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $3,532 | $3,181+11.0% | $2,731+29.3% | $2,726+29.6% |
| Participant deferral / active EE | $4,353 | $3,903+11.5% | $4,000+8.8% | $4,647-6.3% |
| Admin fee / account holder | $84 | $176-52.1% | $3,998-97.9% | $430-80.4% |