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 13 · EIN 13-1624203 | Contract Administrator | $28,180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,814 | $47,722+293.6% | $82,719+127.1% | $64,808+189.8% |
| Participation rate | 93.1% | 67.6%+25.4pp | 72.6%+20.5pp | 71.5%+21.6pp |
| Annual return | -15.59% | -13.05%-2.5pp | 701.18%-716.8pp | 32.82%-48.4pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $15,872 | $3,329+376.7% | $4,395+261.1% | $4,310+268.2% |
| Admin fee / account holder | $0 | $143-100.0% | $5,329-100.0% | $188-100.0% |