Filed July 5, 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 |
|---|---|---|
TIAA5+ years Service code 50 · EIN 13-1624203 | Direct Payment | $364 |
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 | $99,009 | $204,517-51.6% | $69,455+42.6% | $77,787+27.3% |
| Participation rate | 97.1% | 74.6%+22.4pp | 74.6%+22.5pp | 73.2%+23.9pp |
| Annual return | 17.04% | 22.10%-5.1pp | 28.97%-11.9pp | 32.57%-15.5pp |
| Employer contribution / active EE | $4,398 | $3,548+24.0% | $2,779+58.3% | $2,504+75.6% |
| Participant deferral / active EE | $2,647 | $3,478-23.9% | $3,535-25.1% | $3,967-33.3% |
| Admin fee / account holder | $2 | $101-98.4% | $3,839-100.0% | $100-98.3% |