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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $65,775 |
LPL FINANCIAL7+ years Service code 28 · EIN 04-3046611 | Investment Management | $55,087 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,972 | $94,833-31.5% | $75,696-14.2% | $86,799-25.1% |
| Participation rate | 95.6% | 79.1%+16.5pp | 74.8%+20.7pp | 72.3%+23.3pp |
| Annual return | 12.36% | 16.91%-4.6pp | 104.53%-92.2pp | 97.91%-85.5pp |
| Employer contribution / active EE | $1,679 | $2,904-42.2% | $2,743-38.8% | $2,405-30.2% |
| Participant deferral / active EE | $2,692 | $3,632-25.9% | $3,821-29.5% | $4,131-34.8% |
| Admin fee / account holder | $255 | $109+134.7% | $3,619-93.0% | $170+50.4% |