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 | $47,479+77.9% | $62,929+34.2% | $82,448+2.4% |
| Participation rate | 95.1% | 66.9%+28.2pp | 73.1%+22.0pp | 68.1%+27.0pp |
| Annual return | 11.49% | 20.34%-8.9pp | 1063.93%-1052.4pp | 41.64%-30.1pp |
| Employer contribution / active EE | $5,513 | $1,885+192.4% | $2,505+120.1% | $2,551+116.1% |
| Participant deferral / active EE | $7,465 | $2,870+160.1% | $3,888+92.0% | $4,139+80.3% |
| Admin fee / account holder | $98 | $3,804-97.4% | $5,065-98.1% | $7,234-98.6% |