Filed October 14, 2002
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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $53,163 |
PLANPILOT, LLC2 years Service code 26 · EIN 45-4168388 | Advisory (Participants) | $13,891 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,564 | $42,894+85.5% | $60,874+30.7% | $68,494+16.2% |
| Participation rate | 97.5% | 66.8%+30.7pp | 73.1%+24.4pp | 67.9%+29.6pp |
| Annual return | -11.77% | -13.98%+2.2pp | 16.90%-28.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $7,716 | $1,978+290.1% | $2,701+185.6% | $2,596+197.2% |
| Participant deferral / active EE | $5,651 | $2,867+97.1% | $3,817+48.1% | $4,027+40.3% |
| Admin fee / account holder | $390 | $3,101-87.4% | $3,224-87.9% | $5,403-92.8% |