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 |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,369 |
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 | $179,448 | $69,763+157.2% | $67,502+165.8% | $74,495+140.9% |
| Participation rate | 92.0% | 71.4%+20.6pp | 72.9%+19.1pp | 67.2%+24.8pp |
| Annual return | 13.85% | -40.34%+54.2pp | 3512.12%-3498.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $7,025 | $2,704+159.8% | $2,731+157.2% | $2,623+167.8% |
| Participant deferral / active EE | $8,014 | $3,636+120.4% | $4,000+100.4% | $4,346+84.4% |
| Admin fee / account holder | $68 | $896-92.4% | $3,998-98.3% | $1,942-96.5% |