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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $24,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $203,929 | $52,670+287.2% | $90,404+125.6% | $73,409+177.8% |
| Participation rate | 65.8% | 67.7%-1.9pp | 72.7%-6.9pp | 72.2%-6.4pp |
| Annual return | 16.45% | 20.70%-4.3pp | 1293.02%-1276.6pp | 59.29%-42.8pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $11,080 | $2,807+294.8% | $3,963+179.6% | $3,805+191.2% |
| Admin fee / account holder | $59 | $117-49.3% | $5,611-98.9% | $158-62.5% |