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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $71,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,626 | $47,722+230.3% | $82,719+90.6% | $64,808+143.2% |
| Participation rate | 98.2% | 67.6%+30.5pp | 72.6%+25.6pp | 71.5%+26.7pp |
| Annual return | -13.76% | -13.05%-0.7pp | 701.18%-714.9pp | 32.82%-46.6pp |
| Employer contribution / active EE | $8,587 | $2,179+294.1% | $3,009+185.4% | $2,506+242.7% |
| Participant deferral / active EE | $6,871 | $3,329+106.4% | $4,395+56.3% | $4,310+59.4% |
| Admin fee / account holder | $131 | $143-8.1% | $5,329-97.5% | $188-30.1% |