Filed July 14, 2005
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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,141 |
Filed as: FIDELITY Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $280 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,464 | $48,795+73.1% | $65,493+29.0% | $84,808-0.4% |
| Participation rate | 95.1% | 67.0%+28.1pp | 73.1%+22.0pp | 68.3%+26.8pp |
| Annual return | 11.49% | 20.20%-8.7pp | 982.45%-971.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $5,513 | $1,930+185.7% | $2,574+114.2% | $2,631+109.6% |
| Participant deferral / active EE | $7,465 | $2,928+154.9% | $3,961+88.5% | $4,212+77.2% |
| Admin fee / account holder | $98 | $3,877-97.5% | $5,028-98.0% | $7,344-98.7% |