Filed November 9, 2006 (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 |
|---|---|---|
TIAA5+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $21,570 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $8,800 |
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 | $93,368 | $95,542-2.3% | $69,455+34.4% | $67,579+38.2% |
| Participation rate | 89.8% | 79.4%+10.5pp | 74.6%+15.2pp | 71.3%+18.6pp |
| Annual return | 16.26% | 17.67%-1.4pp | 28.97%-12.7pp | 378.56%-362.3pp |
| Employer contribution / active EE | $1,148 | $2,989-61.6% | $2,779-58.7% | $2,148-46.5% |
| Participant deferral / active EE | $2,842 | $3,263-12.9% | $3,535-19.6% | $3,539-19.7% |
| Admin fee / account holder | $72 | $90-19.9% | $3,839-98.1% | $142-49.4% |