Filed October 26, 2004
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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $327,156 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 15 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 926147227 | Recordkeeping | $65,000 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 1350 TREAT BLVD STE 300 · WALNUT CREEK, CA 945977959 | Contract Administrator | $6,500 |
WEYRICH, CRONIN & SORRA, LLC2 years Filed as: WEYRICH, CRONIN & SORRA LLC Service code 15 · EIN 81-4643077 1301 YORK RD STE 800 · LUTHERVILLE, MD 210936011 | Recordkeeping | $6,000 |
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 | $53,376 | $88,874-39.9% | $123,544-56.8% | $75,289-29.1% |
| Participation rate | 98.2% | 75.9%+22.3pp | 82.3%+15.9pp | 72.4%+25.7pp |
| Annual return | -3.73% | 4.22%-8.0pp | 119.20%-122.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $4,342 | $3,256+33.4% | $4,628-6.2% | $2,405+80.6% |
| Participant deferral / active EE | $5,601 | $6,174-9.3% | $6,426-12.8% | $3,739+49.8% |
| Admin fee / account holder | $71 | $95-25.2% | $9,284-99.2% | $102-30.9% |