Filed November 9, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDUCIARYVEST LLC2 years Filed as: FIDUCIARYVEST , LLC Service code 49 · EIN 20-2217639 115 PERIMETER CTR PL NE STE 920 · ATLANTA, GA 303461249 | Other Services | $31,250 |
TIAA3+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $19,751 |
Filed as: MORRIS,MANNING & MARTIN, LLP Service code 49 · EIN 58-1269995 3343 PEACHTREE RD NE · ATLANTA, GA 303261085 | Other Services | $8,528 |
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 | $57,686 | $45,324+27.3% | $122,332-52.8% | $69,631-17.2% |
| Participation rate | 93.4% | 59.9%+33.4pp | 71.6%+21.7pp | 70.7%+22.7pp |
| Annual return | 15.51% | 25.35%-9.8pp | 30.27%-14.8pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $2,163 | $1,230+75.9% | $4,050-46.6% | $2,032+6.5% |
| Participant deferral / active EE | $2,174 | $2,367-8.1% | $3,287-33.8% | $3,224-32.5% |
| Admin fee / account holder | $99 | $87+13.9% | $5,478-98.2% | $110-10.2% |