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 | $40,240 |
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 | $99,675 | $91,762+8.6% | $67,502+47.7% | $77,643+28.4% |
| Participation rate | 95.8% | 75.9%+19.9pp | 72.9%+22.9pp | 70.6%+25.2pp |
| Annual return | 17.51% | 14.87%+2.6pp | 3512.12%-3494.6pp | 31.24%-13.7pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,374 | $3,903+12.1% | $4,000+9.4% | $4,647-5.9% |
| Admin fee / account holder | $47 | $176-73.6% | $3,998-98.8% | $430-89.2% |