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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,360 |
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 | $58,555 | $68,408-14.4% | $57,179+2.4% | $57,658+1.6% |
| Participation rate | 97.3% | 79.1%+18.1pp | 75.3%+21.9pp | 70.2%+27.1pp |
| Annual return | 6.92% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,401 | $2,869-16.3% | $2,682-10.5% | $1,974+21.6% |
| Participant deferral / active EE | $2,619 | $2,903-9.8% | $3,096-15.4% | $3,061-14.4% |
| Admin fee / account holder | $26 | $70-62.9% | $3,139-99.2% | $95-72.7% |