Filed July 5, 2006
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 |
|---|---|---|
TIAA10+ years Service code 50 · EIN 13-1624203 | Direct Payment | $120,130 |
CLIFTONLARSONALLEN LLP2 years Service code 27 · EIN 41-0746749 | Advisory (Plan) | $48,182 |
PLANPILOT, LLC1 year Service code 16 · EIN 45-4168388 | Consulting | $13,300 |
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 | $122,011 | $113,293+7.7% | $67,502+80.8% | $199,593-38.9% |
| Participation rate | 97.4% | 73.3%+24.1pp | 72.9%+24.5pp | 72.0%+25.4pp |
| Annual return | 11.88% | 15.88%-4.0pp | 3512.12%-3500.2pp | 34.25%-22.4pp |
| Employer contribution / active EE | $3,763 | $3,401+10.7% | $2,731+37.8% | $3,034+24.0% |
| Participant deferral / active EE | $2,388 | $4,159-42.6% | $4,000-40.3% | $5,087-53.1% |
| Admin fee / account holder | $75 | $103-27.2% | $3,998-98.1% | $269-72.3% |