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 |
|---|---|---|
TIAA6+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $19,429 |
Service code 28 · EIN 26-0058143 | Investment Management | $9,776 |
RUBINBROWN LLP2 years Service code 10 · EIN 43-0765316 | Accounting | $9,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,711 | $84,948+19.7% | $70,449+44.4% | $73,409+38.6% |
| Participation rate | 88.3% | 79.9%+8.3pp | 75.1%+13.2pp | 72.2%+16.1pp |
| Annual return | 12.21% | 13.39%-1.2pp | 109.03%-96.8pp | 59.29%-47.1pp |
| Employer contribution / active EE | $204 | $2,834-92.8% | $2,737-92.6% | $2,234-90.9% |
| Participant deferral / active EE | $2,457 | $3,387-27.5% | $3,709-33.7% | $3,805-35.4% |
| Admin fee / account holder | $104 | $98+5.8% | $3,845-97.3% | $158-34.2% |