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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,331 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,658 | $91,762+43.5% | $67,502+95.0% | $77,643+69.6% |
| Participation rate | 94.6% | 75.9%+18.7pp | 72.9%+21.7pp | 70.6%+24.0pp |
| Annual return | 12.22% | 14.87%-2.6pp | 3512.12%-3499.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $6,179 | $3,181+94.2% | $2,731+126.3% | $2,726+126.7% |
| Participant deferral / active EE | $5,088 | $3,903+30.3% | $4,000+27.2% | $4,647+9.5% |
| Admin fee / account holder | $46 | $176-73.9% | $3,998-98.9% | $430-89.3% |