Filed July 21, 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 |
|---|---|---|
PLAN SPONSOR SOLUTIONS1 year Service code 26 · EIN 84-2485276 19021 E REINS RD · QUEEN CREEK, AZ 851425620 | Advisory (Participants) | $6,412 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,627 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,550 | $65,557-30.5% | $64,056-28.9% | $71,457-36.3% |
| Participation rate | 97.6% | 73.2%+24.5pp | 72.3%+25.3pp | 67.9%+29.7pp |
| Annual return | 9.66% | 18.94%-9.3pp | 33.69%-24.0pp | 28.85%-19.2pp |
| Employer contribution / active EE | $2,744 | $2,669+2.8% | $2,747-0.1% | $2,588+6.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $45 | $616-92.8% | $3,068-98.5% | $1,587-97.2% |