Filed May 15, 2008 (most recent of 3 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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25,892 |
CHARLES SCHWAB & CO., INC.4 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 | Accounting | $21,500 |
PLANPILOT, LLC1 year Filed as: PLAN PILOT LLC Service code 17 · EIN 45-4168388 | Pension Consulting | $6,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,282 | $69,763+86.7% | $67,502+93.0% | $74,495+74.9% |
| Participation rate | 97.3% | 71.4%+26.0pp | 72.9%+24.5pp | 67.2%+30.1pp |
| Annual return | 12.55% | -40.34%+52.9pp | 3512.12%-3499.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,965 | $2,704+83.6% | $2,731+81.8% | $2,623+89.3% |
| Participant deferral / active EE | $9,388 | $3,636+158.2% | $4,000+134.7% | $4,346+116.0% |
| Admin fee / account holder | $199 | $896-77.7% | $3,998-95.0% | $1,942-89.7% |