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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $148,996 |
FLEXPATH STRATEGIES, LLC4 years Service code 28 · EIN 46-4782313 | Investment Management | $103,484 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 · EIN 59-1237041 | Investment Management | $36,000 |
TEAM FINANCIAL STRATEGIES6 years Service code 28 · EIN 26-0596503 | Investment Management | $33,276 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $6,151 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,697 | $113,293-22.6% | $67,502+29.9% | $199,593-56.1% |
| Participation rate | 98.0% | 73.3%+24.6pp | 72.9%+25.1pp | 72.0%+26.0pp |
| Annual return | 12.72% | 15.88%-3.2pp | 3512.12%-3499.4pp | 34.25%-21.5pp |
| Employer contribution / active EE | $3,617 | $3,401+6.3% | $2,731+32.4% | $3,034+19.2% |
| Participant deferral / active EE | $4,523 | $4,159+8.8% | $4,000+13.1% | $5,087-11.1% |
| Admin fee / account holder | $176 | $103+71.5% | $3,998-95.6% | $269-34.6% |