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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $33,597 |
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 | $204,259 | $67,984+200.5% | $65,493+211.9% | $74,304+174.9% |
| Participation rate | 95.8% | 66.3%+29.5pp | 73.1%+22.7pp | 60.3%+35.4pp |
| Annual return | 13.86% | 19.87%-6.0pp | 982.45%-968.6pp | 29.43%-15.6pp |
| Employer contribution / active EE | $8,216 | $2,491+229.8% | $2,574+219.2% | $2,241+266.6% |
| Participant deferral / active EE | $8,879 | $3,346+165.3% | $3,961+124.2% | $3,767+135.7% |
| Admin fee / account holder | $84 | $1,373-93.9% | $5,028-98.3% | $2,969-97.2% |