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 SOLUTIONS2 years Service code 27 · EIN 84-2485276 19021 E REINS RD · QUEENS CREEK, AZ 851425620 | Advisory (Plan) | $1,704 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $147 |
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 | $66,587 | $48,230+38.1% | $67,502-1.4% | $80,856-17.6% |
| Participation rate | 80.7% | 66.4%+14.3pp | 72.9%+7.8pp | 67.6%+13.0pp |
| Annual return | 17.14% | 18.28%-1.1pp | 3512.12%-3495.0pp | 35.59%-18.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,692 | $2,924-7.9% | $4,000-32.7% | $4,296-37.3% |
| Admin fee / account holder | $19 | $3,681-99.5% | $3,998-99.5% | $6,918-99.7% |