Filed January 17, 2007
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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,103 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,963 | $67,166-15.2% | $57,343-0.7% | $55,191+3.2% |
| Participation rate | 97.5% | 77.7%+19.8pp | 75.1%+22.4pp | 69.2%+28.3pp |
| Annual return | 3.61% | 4.22%-0.6pp | 24.39%-20.8pp | 10.78%-7.2pp |
| Employer contribution / active EE | $2,369 | $2,812-15.8% | $2,689-11.9% | $1,899+24.8% |
| Participant deferral / active EE | $2,686 | $2,835-5.3% | $3,162-15.1% | $3,046-11.8% |
| Admin fee / account holder | $15 | $44-65.6% | $3,356-99.6% | $91-83.5% |