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 6-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 64-2485276 19021 E REINS RD · QUEEN CREEK, AZ 851425620 | Advisory (Participants) | $5,038 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,121 | $46,553+20.6% | $64,056-12.4% | $75,163-25.3% |
| Participation rate | 83.3% | 65.9%+17.4pp | 72.3%+11.0pp | 67.2%+16.1pp |
| Annual return | 10.02% | 26.03%-16.0pp | 33.69%-23.7pp | 160.62%-150.6pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,999 | $2,837-29.5% | $3,880-48.5% | $4,125-51.5% |
| Admin fee / account holder | $50 | $2,952-98.3% | $3,068-98.4% | $5,651-99.1% |