Filed November 16, 2005
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 |
|---|---|---|
EXPERIENTIAL WEALTH, INC.3 years Filed as: EXPERIENTIAL WEALTH, INC Service code 27 · EIN 52-1804602 | Advisory (Plan) | $58,479 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,076 |
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 | $148,377 | $47,722+210.9% | $82,719+79.4% | $64,808+128.9% |
| Participation rate | 94.2% | 67.6%+26.6pp | 72.6%+21.7pp | 71.5%+22.7pp |
| Annual return | -12.86% | -13.05%+0.2pp | 701.18%-714.0pp | 32.82%-45.7pp |
| Employer contribution / active EE | $10,338 | $2,179+374.4% | $3,009+243.6% | $2,506+312.6% |
| Participant deferral / active EE | $7,274 | $3,329+118.5% | $4,395+65.5% | $4,310+68.8% |
| Admin fee / account holder | $45 | $143-68.8% | $5,329-99.2% | $188-76.3% |