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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,716 | $83,884+35.6% | $64,056+77.5% | $74,419+52.8% |
| Participation rate | 99.8% | 76.6%+23.2pp | 72.3%+27.5pp | 70.7%+29.0pp |
| Annual return | 16.13% | 16.57%-0.4pp | 33.69%-17.6pp | 34.38%-18.3pp |
| Employer contribution / active EE | $6,259 | $3,084+103.0% | $2,747+127.9% | $2,637+137.3% |
| Participant deferral / active EE | $4,929 | $3,692+33.5% | $3,880+27.0% | $4,528+8.9% |
| Admin fee / account holder | $33 | $196-83.0% | $3,068-98.9% | $348-90.4% |