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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,567 |
LPL FINANCIAL9+ years Service code 28 · EIN 04-3046611 | Investment Management | $22,584 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,718 |
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 | $58,374 | $65,557-11.0% | $64,056-8.9% | $71,457-18.3% |
| Participation rate | 94.7% | 73.2%+21.6pp | 72.3%+22.4pp | 67.9%+26.8pp |
| Annual return | 13.06% | 18.94%-5.9pp | 33.69%-20.6pp | 28.85%-15.8pp |
| Employer contribution / active EE | $216 | $2,669-91.9% | $2,747-92.1% | $2,588-91.6% |
| Participant deferral / active EE | $3,453 | $3,626-4.8% | $3,880-11.0% | $4,289-19.5% |
| Admin fee / account holder | $191 | $616-69.0% | $3,068-93.8% | $1,587-88.0% |