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 13 · EIN 13-1624203 | Contract Administrator | $26,502 |
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 | $233,597 | $58,290+300.8% | $98,442+137.3% | $86,799+169.1% |
| Participation rate | 66.9% | 68.3%-1.4pp | 73.3%-6.4pp | 72.3%-5.4pp |
| Annual return | 15.78% | 43.48%-27.7pp | 1492.73%-1476.9pp | 97.91%-82.1pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $11,634 | $3,152+269.1% | $4,276+172.1% | $4,131+181.6% |
| Admin fee / account holder | $61 | $138-55.5% | $5,949-99.0% | $170-63.9% |