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 |
|---|---|---|
TIAA8+ years Service code 50 · EIN 13-1624203 | Direct Payment | $91,632 |
DELOITTE & TOUCHE LLP8+ years Filed as: DELOITTE TAX LLP Service code 27 · EIN 86-1065772 | Advisory (Plan) | $7,430 |
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 | $101,364 | $98,780+2.6% | $60,874+66.5% | $77,904+30.1% |
| Participation rate | 94.0% | 76.7%+17.4pp | 73.1%+20.9pp | 73.7%+20.4pp |
| Annual return | -11.38% | -11.56%+0.2pp | 16.90%-28.3pp | 12.21%-23.6pp |
| Employer contribution / active EE | $3,983 | $3,605+10.5% | $2,701+47.4% | $2,848+39.9% |
| Participant deferral / active EE | $2,407 | $4,200-42.7% | $3,817-36.9% | $4,806-49.9% |
| Admin fee / account holder | $42 | $89-52.5% | $3,224-98.7% | $133-68.3% |