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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $300 |
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 | $91,136 | $60,323+51.1% | $81,812+11.4% | $74,495+22.3% |
| Participation rate | 98.3% | 62.9%+35.5pp | 72.3%+26.0pp | 67.2%+31.1pp |
| Annual return | 15.11% | 16.90%-1.8pp | 773.79%-758.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,383 | $3,387+177.0% | $4,319+117.3% | $4,346+115.9% |
| Admin fee / account holder | $1 | $1,486-100.0% | $7,386-100.0% | $1,942-100.0% |