Filed November 21, 2006
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 |
|---|---|---|
FID INV INST OPS CO9+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $153,348 |
TIAA1 year Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $1,477 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,943 | $107,459+110.3% | $135,903+66.3% | $80,160+181.9% |
| Participation rate | 85.5% | 78.0%+7.4pp | 81.9%+3.6pp | 72.9%+12.6pp |
| Annual return | 14.85% | 91.91%-77.1pp | 68.23%-53.4pp | 40.38%-25.5pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $11,642 | $8,195+42.1% | $7,758+50.1% | $5,017+132.0% |
| Admin fee / account holder | $22 | $127-82.5% | $10,762-99.8% | $145-84.7% |