Filed December 14, 1992
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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Service code 28 · EIN 20-4668732 | Investment Management | $37,779 |
JONES DAY3+ years Service code 28 · EIN 34-0319085 | Investment Management | $15,454 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $15,000 |
Service code 28 · EIN 68-0373796 | Investment Management | $6,450 |
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $1,816 |
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 | $95,769 | $92,091+4.0% | $62,995+52.0% | $77,958+22.8% |
| Participation rate | 99.5% | 74.5%+25.0pp | 74.8%+24.6pp | 71.6%+27.8pp |
| Annual return | 15.24% | 16.23%-1.0pp | 87.57%-72.3pp | 20.87%-5.6pp |
| Employer contribution / active EE | $7,457 | $3,424+117.8% | $2,759+170.3% | $2,310+222.7% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,329-100.0% | $3,537-100.0% |
| Admin fee / account holder | $26 | $48-46.0% | $3,600-99.3% | $97-73.4% |