Filed May 24, 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 Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $121,112 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,182 | $113,293+11.4% | $67,502+86.9% | $199,593-36.8% |
| Participation rate | 93.8% | 73.3%+20.4pp | 72.9%+20.9pp | 72.0%+21.8pp |
| Annual return | 12.23% | 15.88%-3.6pp | 3512.12%-3499.9pp | 34.25%-22.0pp |
| Employer contribution / active EE | $1,349 | $3,401-60.3% | $2,731-50.6% | $3,034-55.5% |
| Participant deferral / active EE | $3,077 | $4,159-26.0% | $4,000-23.1% | $5,087-39.5% |
| Admin fee / account holder | $13 | $103-87.4% | $3,998-99.7% | $269-95.2% |