Filed July 21, 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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,853 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,055 | $43,999+177.4% | $79,464+53.6% | $55,725+119.0% |
| Participation rate | 80.5% | 66.9%+13.5pp | 73.3%+7.1pp | 70.9%+9.6pp |
| Annual return | -3.78% | 1.81%-5.6pp | 718.14%-721.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $7,223 | $1,830+294.8% | $2,800+157.9% | $2,078+247.6% |
| Participant deferral / active EE | $5,158 | $2,538+103.2% | $3,704+39.3% | $3,356+53.7% |
| Admin fee / account holder | $52 | $118-56.2% | $5,113-99.0% | $115-55.3% |