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 |
|---|---|---|
TIAA5+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $25,177 |
FIDUCIARYVEST LLC4 years Filed as: FIDUCIARYVEST , LLC Service code 49 · EIN 20-2217639 115 PERIMETER CTR PL NE STE 920 · ATLANTA, GA 30346 | Other Services | $24,375 |
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 | $56,300 | $47,648+18.2% | $130,648-56.9% | $67,579-16.7% |
| Participation rate | 99.4% | 60.4%+39.0pp | 71.7%+27.7pp | 71.3%+28.1pp |
| Annual return | 20.05% | 25.73%-5.7pp | 1708.96%-1688.9pp | 378.56%-358.5pp |
| Employer contribution / active EE | $2,654 | $1,408+88.5% | $4,092-35.1% | $2,148+23.6% |
| Participant deferral / active EE | $2,678 | $2,616+2.4% | $3,603-25.7% | $3,539-24.3% |
| Admin fee / account holder | $78 | $105-26.2% | $5,464-98.6% | $142-45.5% |