Filed July 19, 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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $207 |
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 | $110,765 | $74,552+48.6% | $62,995+75.8% | $69,631+59.1% |
| Participation rate | 88.1% | 78.3%+9.8pp | 74.8%+13.3pp | 70.7%+17.4pp |
| Annual return | 13.98% | 15.77%-1.8pp | 87.57%-73.6pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $2,291 | $2,929-21.8% | $2,759-17.0% | $2,032+12.7% |
| Participant deferral / active EE | $3,836 | $2,974+29.0% | $3,329+15.2% | $3,224+19.0% |
| Admin fee / account holder | $0 | $59-99.4% | $3,600-100.0% | $110-99.7% |