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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,487 |
Service code 50 · EIN 04-2647786 | Direct Payment | $290 |
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 | $72,421 | $65,322+10.9% | $70,449+2.8% | $73,488-1.5% |
| Participation rate | 98.2% | 77.0%+21.3pp | 75.1%+23.2pp | 70.7%+27.6pp |
| Annual return | 13.23% | 15.71%-2.5pp | 109.03%-95.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,420 | $2,460-1.6% | $2,737-11.6% | $2,270+6.6% |
| Participant deferral / active EE | $4,208 | $3,375+24.7% | $3,709+13.5% | $3,740+12.5% |
| Admin fee / account holder | $43 | $214-79.9% | $3,845-98.9% | $513-91.6% |