Filed June 14, 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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $9,266 |
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 | $164,966 | $54,237+204.2% | $90,281+82.7% | $67,579+144.1% |
| Participation rate | 99.3% | 68.6%+30.7pp | 73.3%+26.1pp | 71.3%+28.1pp |
| Annual return | 21.67% | 37.27%-15.6pp | 78.10%-56.4pp | 378.56%-356.9pp |
| Employer contribution / active EE | $17,561 | $1,846+851.3% | $2,854+515.2% | $2,148+717.6% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $14 | $123-88.8% | $5,351-99.7% | $142-90.3% |