Filed August 30, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,074 |
WELL AND GOOD LLC2 years Service code 28 · EIN 27-0984119 | Investment Management | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,238 | $79,124+86.1% | $60,874+141.9% | $64,808+127.2% |
| Participation rate | 98.3% | 77.7%+20.6pp | 73.1%+25.2pp | 71.5%+26.9pp |
| Annual return | -8.85% | -7.13%-1.7pp | 16.90%-25.7pp | 32.82%-41.7pp |
| Employer contribution / active EE | $5,880 | $3,050+92.8% | $2,701+117.7% | $2,506+134.7% |
| Participant deferral / active EE | $5,444 | $3,725+46.2% | $3,817+42.6% | $4,310+26.3% |
| Admin fee / account holder | $51 | $106-52.0% | $3,224-98.4% | $188-73.0% |