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 CO11+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $156,410 |
TIAA3 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $374 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,978 | $145,877+131.0% | $150,045+124.6% | $102,872+227.6% |
| Participation rate | 85.1% | 79.8%+5.3pp | 82.3%+2.8pp | 73.0%+12.1pp |
| Annual return | 14.13% | 21.37%-7.2pp | 62.55%-48.4pp | 19.06%-4.9pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,693-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $13,014 | $9,491+37.1% | $7,997+62.7% | $5,535+135.1% |
| Admin fee / account holder | $28 | $176-83.8% | $13,435-99.8% | $292-90.3% |