Filed February 7, 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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,357 |
TRINITY PENSION CONSULTANTS1+ years Filed as: TRINITY PLANNING GROUP Service code 27 · EIN 04-2675571 | Advisory (Plan) | $11,576 |
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 | $42,649 | $51,769-17.6% | $57,343-25.6% | $52,331-18.5% |
| Participation rate | 99.3% | 75.2%+24.0pp | 75.1%+24.2pp | 68.1%+31.2pp |
| Annual return | 1.33% | 2.43%-1.1pp | 24.39%-23.1pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,633 | $2,335-30.1% | $2,689-39.3% | $1,882-13.2% |
| Participant deferral / active EE | $2,457 | $2,794-12.1% | $3,162-22.3% | $3,022-18.7% |
| Admin fee / account holder | $91 | $295-69.2% | $3,356-97.3% | $592-84.7% |