Filed July 22, 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 |
|---|---|---|
TEAM FINANCIAL STRATEGIES2 years Service code 28 · EIN 26-0596503 | Investment Management | $16,966 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $301 |
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 | $75,845 | $105,581-28.2% | $70,449+7.7% | $90,288-16.0% |
| Participation rate | 84.2% | 77.5%+6.7pp | 75.1%+9.2pp | 73.4%+10.9pp |
| Annual return | 14.78% | 14.78%0pp | 109.03%-94.2pp | 53.97%-39.2pp |
| Employer contribution / active EE | $1,277 | $3,304-61.4% | $2,737-53.3% | $2,524-49.4% |
| Participant deferral / active EE | $4,143 | $3,813+8.7% | $3,709+11.7% | $4,232-2.1% |
| Admin fee / account holder | $13 | $68-80.3% | $3,845-99.7% | $114-88.3% |