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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,290 | $54,350+114.0% | $82,719+40.6% | $68,494+69.8% |
| Participation rate | 92.6% | 63.9%+28.6pp | 72.6%+20.0pp | 67.9%+24.7pp |
| Annual return | -13.17% | -13.67%+0.5pp | 701.18%-714.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $7,424 | $2,218+234.7% | $3,009+146.7% | $2,596+185.9% |
| Participant deferral / active EE | $8,661 | $3,246+166.8% | $4,395+97.1% | $4,027+115.1% |
| Admin fee / account holder | $31 | $4,395-99.3% | $5,329-99.4% | $5,403-99.4% |