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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,105 | $94,833+28.8% | $75,696+61.3% | $86,799+40.7% |
| Participation rate | 87.8% | 79.1%+8.7pp | 74.8%+13.0pp | 72.3%+15.5pp |
| Annual return | 13.12% | 16.91%-3.8pp | 104.53%-91.4pp | 97.91%-84.8pp |
| Employer contribution / active EE | $5,637 | $2,904+94.1% | $2,743+105.5% | $2,405+134.4% |
| Participant deferral / active EE | $4,435 | $3,632+22.1% | $3,821+16.1% | $4,131+7.4% |
| Admin fee / account holder | $33 | $109-70.0% | $3,619-99.1% | $170-80.8% |