Filed April 5, 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 |
|---|---|---|
TIAA1 year Service code 23 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Insurance services | $5,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,749 | $66,124+37.2% | $90,404+0.4% | $73,488+23.5% |
| Participation rate | 97.8% | 69.7%+28.1pp | 72.7%+25.1pp | 70.7%+27.1pp |
| Annual return | 13.40% | 17.65%-4.3pp | 1293.02%-1279.6pp | 28.51%-15.1pp |
| Employer contribution / active EE | $3,817 | $2,346+62.7% | $3,262+17.0% | $2,270+68.2% |
| Participant deferral / active EE | $9,363 | $3,039+208.1% | $3,963+136.2% | $3,740+150.4% |
| Admin fee / account holder | $26 | $396-93.5% | $5,611-99.5% | $513-95.0% |