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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,884 | $52,670+264.3% | $90,404+112.3% | $73,409+161.4% |
| Participation rate | 99.4% | 67.7%+31.7pp | 72.7%+26.7pp | 72.2%+27.2pp |
| Annual return | 14.72% | 20.70%-6.0pp | 1293.02%-1278.3pp | 59.29%-44.6pp |
| Employer contribution / active EE | $18,874 | $1,872+908.4% | $3,262+478.6% | $2,234+745.0% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $62 | $117-46.5% | $5,611-98.9% | $158-60.5% |