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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,130 | $58,290+272.5% | $98,442+120.6% | $86,799+150.2% |
| Participation rate | 98.1% | 68.3%+29.8pp | 73.3%+24.8pp | 72.3%+25.8pp |
| Annual return | 14.87% | 43.48%-28.6pp | 1492.73%-1477.9pp | 97.91%-83.0pp |
| Employer contribution / active EE | $18,875 | $2,008+840.1% | $2,960+537.7% | $2,405+684.7% |
| Participant deferral / active EE | $0 | $3,152-100.0% | $4,276-100.0% | $4,131-100.0% |
| Admin fee / account holder | $60 | $138-56.6% | $5,949-99.0% | $170-64.8% |