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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,682 |
LPL FINANCIAL6+ years Service code 28 · EIN 04-3046611 | Investment Management | $45,293 |
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 | $58,376 | $84,948-31.3% | $70,449-17.1% | $73,409-20.5% |
| Participation rate | 96.5% | 79.9%+16.6pp | 75.1%+21.5pp | 72.2%+24.4pp |
| Annual return | 14.70% | 13.39%+1.3pp | 109.03%-94.3pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,685 | $2,834-40.5% | $2,737-38.4% | $2,234-24.5% |
| Participant deferral / active EE | $2,607 | $3,387-23.0% | $3,709-29.7% | $3,805-31.5% |
| Admin fee / account holder | $210 | $98+113.6% | $3,845-94.5% | $158+32.7% |