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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,744 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $34,527 |
HOGANTAYLOR LLP2 years Service code 10 · EIN 73-1413977 | Accounting | $18,900 |
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 | $143,811 | $84,948+69.3% | $70,449+104.1% | $73,409+95.9% |
| Participation rate | 72.8% | 79.9%-7.2pp | 75.1%-2.3pp | 72.2%+0.6pp |
| Annual return | 13.97% | 13.39%+0.6pp | 109.03%-95.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $3,466 | $2,834+22.3% | $2,737+26.7% | $2,234+55.2% |
| Participant deferral / active EE | $4,041 | $3,387+19.3% | $3,709+9.0% | $3,805+6.2% |
| Admin fee / account holder | $73 | $98-25.2% | $3,845-98.1% | $158-53.5% |