Filed June 13, 2006 (most recent of 2 filings on file)
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 99 · EIN 13-1624203 | Other Fees | $28,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,175 | $45,551+108.9% | $59,878+58.9% | - |
| Participation rate | 58.6% | 69.1%-10.4pp | 74.7%-16.1pp | - |
| Annual return | -3.33% | 11.07%-14.4pp | 3.46%-6.8pp | - |
| Employer contribution / active EE | $3,403 | $2,465+38.1% | $2,722+25.0% | - |
| Participant deferral / active EE | $4,423 | $2,507+76.4% | $3,402+30.0% | - |
| Admin fee / account holder | $76 | $6,446-98.8% | $3,590-97.9% | - |