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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $73,269 |
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 | $182,130 | $52,208+248.9% | $86,612+110.3% | $74,419+144.7% |
| Participation rate | 98.6% | 66.3%+32.3pp | 71.7%+26.9pp | 70.7%+27.8pp |
| Annual return | 16.49% | 44.46%-28.0pp | 591.07%-574.6pp | 34.38%-17.9pp |
| Employer contribution / active EE | $9,060 | $2,282+297.0% | $3,022+199.7% | $2,637+243.5% |
| Participant deferral / active EE | $6,996 | $3,383+106.8% | $4,438+57.6% | $4,528+54.5% |
| Admin fee / account holder | $133 | $319-58.4% | $5,614-97.6% | $348-61.8% |