Filed February 21, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 47-2793470 | Advisory (Plan) | $12,137 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $150 |
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 | $72,575 | $69,763+4.0% | $67,502+7.5% | $74,495-2.6% |
| Participation rate | 79.0% | 71.4%+7.6pp | 72.9%+6.1pp | 67.2%+11.8pp |
| Annual return | 16.57% | -40.34%+56.9pp | 3512.12%-3495.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,828 | $3,636+32.8% | $4,000+20.7% | $4,346+11.1% |
| Admin fee / account holder | $77 | $896-91.4% | $3,998-98.1% | $1,942-96.0% |