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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,805 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,838 | $74,706+1.5% | $75,696+0.2% | $79,386-4.5% |
| Participation rate | 97.7% | 75.3%+22.4pp | 74.8%+22.9pp | 70.7%+27.0pp |
| Annual return | 12.70% | 18.52%-5.8pp | 104.53%-91.8pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,238 | $2,590-13.6% | $2,743-18.4% | $2,427-7.8% |
| Participant deferral / active EE | $3,915 | $3,533+10.8% | $3,821+2.4% | $4,046-3.2% |
| Admin fee / account holder | $56 | $374-84.9% | $3,619-98.4% | $626-91.0% |