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 |
|---|---|---|
TIAA7 years Service code 99 · EIN 13-1624203 | Other Fees | $36,223 |
Service code 99 · EIN 47-1411118 2500 YORK RD #210 · JAMISON, PA 18929 | Other Fees | $6,000 |
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 | $127,993 | $83,884+52.6% | $64,056+99.8% | $74,419+72.0% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.3%-22.3pp | 70.7%-20.7pp |
| Annual return | 17.40% | 16.57%+0.8pp | 33.69%-16.3pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,787 | $3,084-9.6% | $2,747+1.5% | $2,637+5.7% |
| Participant deferral / active EE | $3,660 | $3,692-0.9% | $3,880-5.7% | $4,528-19.2% |
| Admin fee / account holder | $107 | $196-45.3% | $3,068-96.5% | $348-69.2% |