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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $175 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,529 | $58,264+39.9% | $86,612-5.9% | $71,457+14.1% |
| Participation rate | 96.7% | 65.0%+31.7pp | 71.7%+25.0pp | 67.9%+28.8pp |
| Annual return | 13.37% | 21.63%-8.3pp | 591.07%-577.7pp | 28.85%-15.5pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $8,876 | $3,436+158.3% | $4,438+100.0% | $4,289+107.0% |
| Admin fee / account holder | $1 | $1,057-99.9% | $5,614-100.0% | $1,587-99.9% |