Filed July 18, 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 |
|---|---|---|
TIAA1 year Filed as: TIAA- TEACHERS INS & ANNUITY ASSN Service code 13 · EIN 13-1624203 | Contract Administrator | $101,429 |
CLEARSTEAD ADVISORS, LLC2 years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,786 | $84,948-15.5% | $70,449+1.9% | $73,409-2.2% |
| Participation rate | 98.7% | 79.9%+18.7pp | 75.1%+23.6pp | 72.2%+26.5pp |
| Annual return | 5.14% | 13.39%-8.2pp | 109.03%-103.9pp | 59.29%-54.1pp |
| Employer contribution / active EE | $2,415 | $2,834-14.8% | $2,737-11.7% | $2,234+8.1% |
| Participant deferral / active EE | $2,261 | $3,387-33.2% | $3,709-39.0% | $3,805-40.6% |
| Admin fee / account holder | $182 | $98+85.4% | $3,845-95.3% | $158+15.2% |