Filed December 10, 2005
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 |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $30,726 |
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 | $42,303 | $52,670-19.7% | $90,404-53.2% | $73,409-42.4% |
| Participation rate | 95.7% | 67.7%+28.0pp | 72.7%+23.0pp | 72.2%+23.5pp |
| Annual return | 17.48% | 20.70%-3.2pp | 1293.02%-1275.5pp | 59.29%-41.8pp |
| Employer contribution / active EE | $3,473 | $1,872+85.5% | $3,262+6.5% | $2,234+55.5% |
| Participant deferral / active EE | $4,065 | $2,807+44.8% | $3,963+2.6% | $3,805+6.8% |
| Admin fee / account holder | $41 | $117-65.3% | $5,611-99.3% | $158-74.3% |