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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $21,704 |
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 | $66,805 | $74,552-10.4% | $62,995+6.0% | $69,631-4.1% |
| Participation rate | 89.6% | 78.3%+11.4pp | 74.8%+14.8pp | 70.7%+18.9pp |
| Annual return | 13.30% | 15.77%-2.5pp | 87.57%-74.3pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $2,535 | $2,929-13.5% | $2,759-8.1% | $2,032+24.7% |
| Participant deferral / active EE | $2,642 | $2,974-11.2% | $3,329-20.6% | $3,224-18.0% |
| Admin fee / account holder | $35 | $59-41.5% | $3,600-99.0% | $110-68.5% |