Filed January 18, 2006 (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 |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $229,226 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS, LLC Service code 28 · EIN 45-0479693 | Investment Management | $54,000 |
BDO USA, LLP1+ years Service code 28 · EIN 13-5381590 | Investment Management | $5,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,059 | $112,772-45.9% | $57,343+6.5% | $59,188+3.2% |
| Participation rate | 99.2% | 71.3%+27.9pp | 75.1%+24.1pp | 69.4%+29.8pp |
| Annual return | 2.05% | 0.85%+1.2pp | 24.39%-22.3pp | 5.51%-3.5pp |
| Employer contribution / active EE | $4,924 | $3,400+44.8% | $2,689+83.1% | $2,098+134.7% |
| Participant deferral / active EE | $3,736 | $3,010+24.1% | $3,162+18.2% | $3,265+14.5% |
| Admin fee / account holder | $62 | $144-56.6% | $3,356-98.1% | $92-32.3% |