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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $113,913 |
FLEXPATH STRATEGIES, LLC3 years Service code 28 · EIN 46-4782313 | Investment Management | $83,936 |
TEAM FINANCIAL STRATEGIES5 years Service code 28 · EIN 26-0596503 | Investment Management | $27,432 |
NFP RETIREMENT INC3 years Service code 16 · EIN 33-0905143 | Consulting | $12,000 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 · EIN 59-1237041 | Investment Management | $11,473 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $5,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,822 | $105,179-24.1% | $64,056+24.6% | $80,160-0.4% |
| Participation rate | 97.7% | 73.5%+24.1pp | 72.3%+25.3pp | 72.9%+24.7pp |
| Annual return | 14.41% | 20.34%-5.9pp | 33.69%-19.3pp | 40.38%-26.0pp |
| Employer contribution / active EE | $3,340 | $3,311+0.9% | $2,747+21.6% | $2,978+12.2% |
| Participant deferral / active EE | $4,451 | $4,020+10.7% | $3,880+14.7% | $5,017-11.3% |
| Admin fee / account holder | $142 | $113+25.4% | $3,068-95.4% | $145-2.0% |