Filed February 21, 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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,825 |
RSM US LLP9 years Service code 10 · EIN 42-0714325 | Accounting | $12,314 |
PLANPILOT, LLC1 year Service code 26 · EIN 45-4168388 | Advisory (Participants) | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,402 | $69,745+87.0% | $67,511+93.2% | $74,546+74.9% |
| Participation rate | 98.6% | 71.3%+27.3pp | 72.9%+25.7pp | 67.2%+31.4pp |
| Annual return | 12.19% | -40.37%+52.6pp | 3517.41%-3505.2pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $5,220 | $2,705+93.0% | $2,733+91.0% | $2,624+98.9% |
| Participant deferral / active EE | $5,873 | $3,636+61.5% | $4,000+46.8% | $4,347+35.1% |
| Admin fee / account holder | $132 | $894-85.2% | $3,999-96.7% | $1,944-93.2% |