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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $102,333 |
FLEXPATH STRATEGIES, LLC2 years Service code 28 · EIN 46-4782313 | Investment Management | $75,443 |
NFP RETIREMENT INC2 years Service code 16 · EIN 33-0905143 | Consulting | $36,000 |
TEAM FINANCIAL STRATEGIES4 years Service code 28 · EIN 26-0596503 | Investment Management | $24,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,548 | $79,124-5.8% | $60,874+22.5% | $64,808+15.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -11.06% | -7.13%-3.9pp | 16.90%-28.0pp | 32.82%-43.9pp |
| Employer contribution / active EE | $4,077 | $3,050+33.7% | $2,701+50.9% | $2,506+62.7% |
| Participant deferral / active EE | $5,243 | $3,725+40.8% | $3,817+37.4% | $4,310+21.6% |
| Admin fee / account holder | $147 | $106+38.9% | $3,224-95.4% | $188-21.8% |