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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,710 |
LPL FINANCIAL3 years Service code 28 · EIN 04-3046611 | Investment Management | $16,791 |
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 | $88,494 | $84,948+4.2% | $70,449+25.6% | $73,409+20.5% |
| Participation rate | 94.7% | 79.9%+14.8pp | 75.1%+19.7pp | 72.2%+22.6pp |
| Annual return | 11.48% | 13.39%-1.9pp | 109.03%-97.5pp | 59.29%-47.8pp |
| Employer contribution / active EE | $3,320 | $2,834+17.1% | $2,737+21.3% | $2,234+48.6% |
| Participant deferral / active EE | $2,827 | $3,387-16.5% | $3,709-23.8% | $3,805-25.7% |
| Admin fee / account holder | $49 | $98-50.1% | $3,845-98.7% | $158-69.0% |