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 LLC3 years Filed as: FIDUCIARYVEST , LLC Service code 49 · EIN 20-2217639 115 PERIMETER CTR PL NE STE 920 · ATLANTA, GA 30346 | Other Services | $24,662 |
TIAA4+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $21,926 |
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 | $51,066 | $39,898+28.0% | $121,196-57.9% | $55,725-8.4% |
| Participation rate | 94.3% | 61.2%+33.1pp | 71.7%+22.6pp | 70.9%+23.5pp |
| Annual return | -4.54% | -0.96%-3.6pp | 16.93%-21.5pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,483 | $1,295+91.7% | $4,022-38.3% | $2,078+19.5% |
| Participant deferral / active EE | $2,487 | $2,439+2.0% | $3,344-25.6% | $3,356-25.9% |
| Admin fee / account holder | $80 | $95-15.6% | $5,019-98.4% | $115-30.3% |