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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $67,682 |
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 | $203,999 | $60,323+238.2% | $81,812+149.4% | $74,495+173.8% |
| Participation rate | 98.3% | 62.9%+35.4pp | 72.3%+26.0pp | 67.2%+31.1pp |
| Annual return | 12.92% | 16.90%-4.0pp | 773.79%-760.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $10,061 | $2,620+284.0% | $2,912+245.5% | $2,623+283.6% |
| Participant deferral / active EE | $9,160 | $3,387+170.4% | $4,319+112.1% | $4,346+110.8% |
| Admin fee / account holder | $125 | $1,486-91.6% | $7,386-98.3% | $1,942-93.6% |