Filed July 19, 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 Service code 15 · EIN 13-1624203 | Recordkeeping | $5,808 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $104,912 | $54,762+91.6% | $90,281+16.2% | $72,985+43.7% |
| Participation rate | 96.6% | 65.1%+31.4pp | 73.3%+23.3pp | 69.5%+27.1pp |
| Annual return | 17.81% | 30.63%-12.8pp | 78.10%-60.3pp | 81.00%-63.2pp |
| Employer contribution / active EE | $7,132 | $2,092+240.8% | $2,854+149.9% | $2,440+192.3% |
| Participant deferral / active EE | $8,109 | $2,887+180.9% | $3,885+108.7% | $3,607+124.8% |
| Admin fee / account holder | $14 | $3,972-99.7% | $5,351-99.7% | $5,124-99.7% |