Filed June 7, 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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $27,584 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $13,020 |
PLANPILOT, LLC1 year Filed as: PLAN PILOT LLC Service code 16 · EIN 45-4168388 | Consulting | $7,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,238 | $69,763+191.3% | $67,502+201.1% | $74,495+172.8% |
| Participation rate | 96.3% | 71.4%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 14.78% | -40.34%+55.1pp | 3512.12%-3497.3pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $8,132 | $2,704+200.7% | $2,731+197.8% | $2,623+210.0% |
| Participant deferral / active EE | $11,797 | $3,636+224.5% | $4,000+194.9% | $4,346+171.5% |
| Admin fee / account holder | $151 | $896-83.2% | $3,998-96.2% | $1,942-92.2% |