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 FINANCIAL5 years Service code 28 · EIN 04-3046611 | Investment Management | $33,194 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,327 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,113 | $60,989+31.4% | $60,874+31.6% | $66,914+19.7% |
| Participation rate | 87.8% | 74.5%+13.3pp | 73.1%+14.7pp | 69.8%+18.0pp |
| Annual return | -9.82% | -9.60%-0.2pp | 16.90%-26.7pp | 1.58%-11.4pp |
| Employer contribution / active EE | $1,727 | $2,661-35.1% | $2,701-36.1% | $2,544-32.1% |
| Participant deferral / active EE | $2,604 | $3,615-28.0% | $3,817-31.8% | $4,237-38.5% |
| Admin fee / account holder | $70 | $338-79.4% | $3,224-97.8% | $593-88.3% |