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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $59,608 |
LPL FINANCIAL8+ years Service code 28 · EIN 04-3046611 | Investment Management | $50,486 |
Employer contribution per participant 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 | $54,881 | $79,124-30.6% | $60,874-9.8% | $64,808-15.3% |
| Participation rate | 94.9% | 77.7%+17.2pp | 73.1%+21.8pp | 71.5%+23.4pp |
| Annual return | -13.37% | -7.13%-6.2pp | 16.90%-30.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $916 | $3,050-70.0% | $2,701-66.1% | $2,506-63.5% |
| Participant deferral / active EE | $3,058 | $3,725-17.9% | $3,817-19.9% | $4,310-29.1% |
| Admin fee / account holder | $235 | $106+122.7% | $3,224-92.7% | $188+25.3% |