Filed December 11, 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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,641 | $51,197+39.9% | $82,719-13.4% | $66,914+7.1% |
| Participation rate | 78.8% | 67.8%+11.0pp | 72.6%+6.3pp | 69.8%+9.0pp |
| Annual return | -12.30% | -9.64%-2.7pp | 701.18%-713.5pp | 1.58%-13.9pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,329 | $3,458+111.9% | $4,395+66.8% | $4,237+73.0% |
| Admin fee / account holder | $1 | $416-99.7% | $5,329-100.0% | $593-99.8% |