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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $68,976 |
PLANPILOT, LLC1 year Service code 28 · EIN 45-4168388 | Investment Management | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,761 | $115,444+53.1% | $65,493+169.9% | $102,872+71.8% |
| Participation rate | 36.8% | 71.2%-34.3pp | 73.1%-36.3pp | 73.0%-36.2pp |
| Annual return | 11.76% | 15.94%-4.2pp | 982.45%-970.7pp | 19.06%-7.3pp |
| Employer contribution / active EE | $2,595 | $3,409-23.9% | $2,574+0.8% | $3,526-26.4% |
| Participant deferral / active EE | $2,152 | $4,118-47.8% | $3,961-45.7% | $5,535-61.1% |
| Admin fee / account holder | $60 | $123-50.9% | $5,028-98.8% | $292-79.3% |