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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $74,319 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,184 | $88,507+117.1% | $98,442+95.2% | - |
| Participation rate | 98.4% | 61.4%+37.0pp | 73.3%+25.1pp | - |
| Annual return | 13.98% | 11.96%+2.0pp | 1492.73%-1478.7pp | - |
| Employer contribution / active EE | $9,520 | $1,785+433.4% | $2,960+221.6% | - |
| Participant deferral / active EE | $6,534 | $2,583+153.0% | $4,276+52.8% | - |
| Admin fee / account holder | $147 | $5,313-97.2% | $5,949-97.5% | - |