Filed November 9, 2005
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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,869 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $163,275 | $65,557+149.1% | $64,056+154.9% | $71,457+128.5% |
| Participation rate | 97.7% | 73.2%+24.5pp | 72.3%+25.4pp | 67.9%+29.8pp |
| Annual return | 16.94% | 18.94%-2.0pp | 33.69%-16.7pp | 28.85%-11.9pp |
| Employer contribution / active EE | $7,789 | $2,669+191.8% | $2,747+183.6% | $2,588+201.0% |
| Participant deferral / active EE | $8,200 | $3,626+126.2% | $3,880+111.3% | $4,289+91.2% |
| Admin fee / account holder | $46 | $616-92.5% | $3,068-98.5% | $1,587-97.1% |