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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,496 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,949 | $51,620+180.8% | $90,281+60.6% | $65,185+122.4% |
| Participation rate | 97.5% | 68.6%+28.9pp | 73.3%+24.3pp | 70.2%+27.3pp |
| Annual return | 22.78% | 24.94%-2.2pp | 78.10%-55.3pp | 29.38%-6.6pp |
| Employer contribution / active EE | $9,134 | $2,235+308.8% | $2,854+220.0% | $2,177+319.7% |
| Participant deferral / active EE | $6,019 | $2,871+109.7% | $3,885+54.9% | $3,514+71.3% |
| Admin fee / account holder | $111 | $384-71.1% | $5,351-97.9% | $847-86.9% |