Filed April 14, 2006
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 13 · EIN 13-1624203 | Contract Administrator | $14,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,497 | $49,915+13.2% | $154,803-63.5% | $74,304-24.0% |
| Participation rate | 40.7% | 54.0%-13.3pp | 78.1%-37.4pp | 60.3%-19.7pp |
| Annual return | 14.99% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.4pp |
| Employer contribution / active EE | $829 | $1,611-48.6% | $4,305-80.7% | $2,241-63.0% |
| Participant deferral / active EE | $2,058 | $2,255-8.7% | $5,540-62.9% | $3,767-45.4% |
| Admin fee / account holder | $102 | $2,189-95.3% | $14,329-99.3% | $2,969-96.6% |