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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,663 |
LPL FINANCIAL2 years Service code 28 · EIN 04-3046611 | Investment Management | $14,000 |
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 | $82,902 | $95,542-13.2% | $69,455+19.4% | $67,579+22.7% |
| Participation rate | 85.4% | 79.4%+6.0pp | 74.6%+10.8pp | 71.3%+14.1pp |
| Annual return | 16.36% | 17.67%-1.3pp | 28.97%-12.6pp | 378.56%-362.2pp |
| Employer contribution / active EE | $4,107 | $2,989+37.4% | $2,779+47.8% | $2,148+91.2% |
| Participant deferral / active EE | $2,341 | $3,263-28.3% | $3,535-33.8% | $3,539-33.9% |
| Admin fee / account holder | $37 | $90-59.0% | $3,839-99.0% | $142-74.1% |