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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $56,206 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,829 | $66,124+150.8% | $90,404+83.4% | $73,488+125.7% |
| Participation rate | 98.4% | 69.7%+28.7pp | 72.7%+25.7pp | 70.7%+27.7pp |
| Annual return | 14.18% | 17.65%-3.5pp | 1293.02%-1278.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $8,147 | $2,346+247.2% | $3,262+149.8% | $2,270+258.9% |
| Participant deferral / active EE | $6,570 | $3,039+116.2% | $3,963+65.8% | $3,740+75.7% |
| Admin fee / account holder | $111 | $396-71.9% | $5,611-98.0% | $513-78.3% |