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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $68,864 |
Service code 28 · EIN 03-0215988 | Investment Management | $12,359 |
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 | $67,641 | $79,124-14.5% | $60,874+11.1% | $64,808+4.4% |
| Participation rate | 91.2% | 77.7%+13.4pp | 73.1%+18.1pp | 71.5%+19.7pp |
| Annual return | -12.71% | -7.13%-5.6pp | 16.90%-29.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $981 | $3,050-67.8% | $2,701-63.7% | $2,506-60.8% |
| Participant deferral / active EE | $2,788 | $3,725-25.2% | $3,817-27.0% | $4,310-35.3% |
| Admin fee / account holder | $69 | $106-34.6% | $3,224-97.9% | $188-63.2% |