Filed August 29, 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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $130,357 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $83,603 |
HOGANTAYLOR LLP7 years Service code 10 · EIN 73-1413977 | Accounting | $22,582 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY, ELDREDGE & CLARK LLP Service code 29 · EIN 71-0253637 | Legal | $11,334 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,512 | $93,351+88.0% | $62,929+178.9% | $79,634+120.4% |
| Participation rate | 98.2% | 74.6%+23.6pp | 73.1%+25.1pp | 62.5%+35.7pp |
| Annual return | 13.37% | 14.37%-1.0pp | 1063.93%-1050.6pp | 36.46%-23.1pp |
| Employer contribution / active EE | $5,285 | $3,135+68.6% | $2,505+111.0% | $2,529+108.9% |
| Participant deferral / active EE | $6,280 | $3,921+60.2% | $3,888+61.5% | $3,835+63.8% |
| Admin fee / account holder | $197 | $229-14.1% | $5,065-96.1% | $1,002-80.4% |