Filed November 10, 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 |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $113,877 |
Filed as: RAYMOND JAMES Service code 17 · EIN 59-2293783 | Pension Consulting | $7,500 |
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 | $0 | $55,453-100.0% | $170,442-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 15.00% | 21.38%-6.4pp | 205.93%-190.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,726 | $2,164+26.0% | $5,433-49.8% | $2,042+33.5% |
| Participant deferral / active EE | $6,470 | $2,303+181.0% | $4,939+31.0% | $3,169+104.2% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |