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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,724 | $57,281+124.7% | $86,612+48.6% | $75,163+71.3% |
| Participation rate | 98.9% | 63.2%+35.7pp | 71.7%+27.2pp | 67.2%+31.7pp |
| Annual return | 17.91% | 2670.75%-2652.8pp | 591.07%-573.2pp | 160.62%-142.7pp |
| Employer contribution / active EE | $7,131 | $2,314+208.1% | $3,022+135.9% | $2,670+167.1% |
| Participant deferral / active EE | $8,271 | $3,318+149.3% | $4,438+86.4% | $4,125+100.5% |
| Admin fee / account holder | $36 | $4,112-99.1% | $5,614-99.4% | $5,651-99.4% |