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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 16 · EIN 33-0905143 | Consulting | $84,000 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,072 |
FLEXPATH STRATEGIES, LLC1 year Service code 28 · EIN 46-4782313 | Investment Management | $23,201 |
TEAM FINANCIAL STRATEGIES3 years Service code 28 · EIN 26-0596503 | Investment Management | $21,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,793 | $94,833-10.6% | $75,696+12.0% | $86,799-2.3% |
| Participation rate | 96.1% | 79.1%+17.0pp | 74.8%+21.3pp | 72.3%+23.9pp |
| Annual return | 14.48% | 16.91%-2.4pp | 104.53%-90.0pp | 97.91%-83.4pp |
| Employer contribution / active EE | $4,260 | $2,904+46.7% | $2,743+55.3% | $2,405+77.1% |
| Participant deferral / active EE | $4,532 | $3,632+24.8% | $3,821+18.6% | $4,131+9.7% |
| Admin fee / account holder | $103 | $109-4.9% | $3,619-97.1% | $170-39.1% |