Filed April 14, 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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,289 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,446 | $84,948+33.5% | $70,449+61.0% | $73,409+54.5% |
| Participation rate | 84.0% | 79.9%+4.1pp | 75.1%+9.0pp | 72.2%+11.8pp |
| Annual return | 13.66% | 13.39%+0.3pp | 109.03%-95.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $5,265 | $2,834+85.8% | $2,737+92.4% | $2,234+135.7% |
| Participant deferral / active EE | $4,027 | $3,387+18.9% | $3,709+8.6% | $3,805+5.8% |
| Admin fee / account holder | $27 | $98-72.4% | $3,845-99.3% | $158-82.9% |