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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,494 |
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 | $239,268 | $56,317+324.9% | $71,209+236.0% | $74,304+222.0% |
| Participation rate | 97.2% | 55.1%+42.1pp | 73.8%+23.5pp | 60.3%+36.9pp |
| Annual return | 16.12% | 42.83%-26.7pp | 282.51%-266.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $9,749 | $2,160+351.4% | $2,721+258.3% | $2,241+335.0% |
| Participant deferral / active EE | $8,838 | $2,788+217.0% | $4,175+111.7% | $3,767+134.6% |
| Admin fee / account holder | $114 | $2,290-95.0% | $5,349-97.9% | $2,969-96.2% |