Filed April 27, 2006
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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $41,560 |
RBC WEALTH MANAGEMENT5 years Service code 50 · EIN 41-1416330 | Direct Payment | $35,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,612 | $69,763+184.7% | $67,502+194.2% | $74,495+166.6% |
| Participation rate | 95.8% | 71.4%+24.4pp | 72.9%+22.9pp | 67.2%+28.6pp |
| Annual return | 13.64% | -40.34%+54.0pp | 3512.12%-3498.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $6,260 | $2,704+131.5% | $2,731+129.2% | $2,623+138.7% |
| Participant deferral / active EE | $8,028 | $3,636+120.8% | $4,000+100.7% | $4,346+84.7% |
| Admin fee / account holder | $154 | $896-82.8% | $3,998-96.2% | $1,942-92.1% |