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.
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 |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $33,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,872 | $58,208+329.3% | $81,812+205.4% | $80,856+209.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.54% | 41.66%-27.1pp | 773.79%-759.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $23,153 | $2,340+889.5% | $2,912+695.0% | $2,755+740.5% |
| Participant deferral / active EE | $16,348 | $3,281+398.3% | $4,319+278.6% | $4,296+280.6% |
| Admin fee / account holder | $279 | $4,981-94.4% | $7,386-96.2% | $6,918-96.0% |