Filed April 12, 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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $59,136 |
LPL FINANCIAL5+ years Service code 28 · EIN 04-3046611 | Investment Management | $54,086 |
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 | $52,361 | $95,542-45.2% | $69,455-24.6% | $67,579-22.5% |
| Participation rate | 96.4% | 79.4%+17.0pp | 74.6%+21.8pp | 71.3%+25.1pp |
| Annual return | 18.99% | 17.67%+1.3pp | 28.97%-10.0pp | 378.56%-359.6pp |
| Employer contribution / active EE | $1,754 | $2,989-41.3% | $2,779-36.9% | $2,148-18.3% |
| Participant deferral / active EE | $2,497 | $3,263-23.5% | $3,535-29.4% | $3,539-29.4% |
| Admin fee / account holder | $241 | $90+168.2% | $3,839-93.7% | $142+69.3% |