Filed April 30, 2007
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 15 · EIN 13-1624203 | Recordkeeping | $917 |
Service code 50 · EIN 04-2647786 | Direct Payment | $360 |
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 | $56,044 | $55,002+1.9% | $59,878-6.4% | $56,287-0.4% |
| Participation rate | 94.4% | 75.9%+18.5pp | 74.7%+19.7pp | 69.9%+24.5pp |
| Annual return | -2.73% | 1.13%-3.9pp | 3.46%-6.2pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,849 | $2,448+16.4% | $2,722+4.7% | $2,111+35.0% |
| Participant deferral / active EE | $3,417 | $3,121+9.5% | $3,402+0.4% | $3,350+2.0% |
| Admin fee / account holder | $3 | $236-98.7% | $3,590-99.9% | $521-99.4% |