Filed March 9, 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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $181 |
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 | $151,808 | $84,948+78.7% | $70,449+115.5% | $73,409+106.8% |
| Participation rate | 98.2% | 79.9%+18.2pp | 75.1%+23.1pp | 72.2%+26.0pp |
| Annual return | 13.13% | 13.39%-0.3pp | 109.03%-95.9pp | 59.29%-46.2pp |
| Employer contribution / active EE | $2,159 | $2,834-23.8% | $2,737-21.1% | $2,234-3.3% |
| Participant deferral / active EE | $4,357 | $3,387+28.6% | $3,709+17.5% | $3,805+14.5% |
| Admin fee / account holder | $0 | $98-99.9% | $3,845-100.0% | $158-99.9% |