Filed January 5, 2007
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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 13 · EIN 13-1624203 | Contract Administrator | $33,709 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,872 | $58,234+329.1% | $81,783+205.5% | $80,874+209.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 14.54% | 41.70%-27.2pp | 775.05%-760.5pp | 35.62%-21.1pp |
| Employer contribution / active EE | $23,153 | $2,341+888.8% | $2,913+694.9% | $2,756+740.2% |
| Participant deferral / active EE | $16,348 | $3,283+398.0% | $4,320+278.4% | $4,297+280.5% |
| Admin fee / account holder | $279 | $4,982-94.4% | $7,380-96.2% | $6,935-96.0% |