Filed October 19, 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 |
|---|---|---|
LPL FINANCIAL1 year Service code 28 · EIN 04-3046611 | Investment Management | $22,179 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $15,400 |
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 | $73,930 | $70,083+5.5% | $59,878+23.5% | $55,725+32.7% |
| Participation rate | 95.3% | 78.4%+17.0pp | 74.7%+20.6pp | 70.9%+24.5pp |
| Annual return | 32.39% | 3.13%+29.3pp | 3.46%+28.9pp | 244.93%-212.5pp |
| Employer contribution / active EE | $4,628 | $2,878+60.8% | $2,722+70.0% | $2,078+122.7% |
| Participant deferral / active EE | $2,292 | $3,079-25.5% | $3,402-32.6% | $3,356-31.7% |
| Admin fee / account holder | $41 | $70-41.2% | $3,590-98.8% | $115-64.1% |