Filed July 8, 2008
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 | $33,602 |
PLANPILOT, LLC3 years Service code 17 · EIN 45-4168388 | Pension Consulting | $10,123 |
Service code 10 · EIN 27-3858252 | Accounting | $6,016 |
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 | $102,506 | $69,763+46.9% | $67,502+51.9% | $74,495+37.6% |
| Participation rate | 94.8% | 71.4%+23.4pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 11.78% | -40.34%+52.1pp | 3512.12%-3500.3pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $823 | $2,704-69.5% | $2,731-69.8% | $2,623-68.6% |
| Participant deferral / active EE | $3,482 | $3,636-4.2% | $4,000-13.0% | $4,346-19.9% |
| Admin fee / account holder | $87 | $896-90.3% | $3,998-97.8% | $1,942-95.5% |