Filed November 13, 2005
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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $39 |
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 | $55,703 | $68,408-18.6% | $57,179-2.6% | $57,658-3.4% |
| Participation rate | 82.4% | 79.1%+3.3pp | 75.3%+7.1pp | 70.2%+12.2pp |
| Annual return | 7.96% | 8.51%-0.5pp | 14.59%-6.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,416 | $2,869-15.8% | $2,682-9.9% | $1,974+22.4% |
| Participant deferral / active EE | $3,811 | $2,903+31.3% | $3,096+23.1% | $3,061+24.5% |
| Admin fee / account holder | $7 | $70-89.4% | $3,139-99.8% | $95-92.2% |