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 |
|---|---|---|
TIAA1 year Service code 50 · EIN 13-1624203 | Direct Payment | $22,698 |
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 | $80,068 | $84,948-5.7% | $70,449+13.7% | $73,409+9.1% |
| Participation rate | 97.6% | 79.9%+17.7pp | 75.1%+22.6pp | 72.2%+25.4pp |
| Annual return | 11.55% | 13.39%-1.8pp | 109.03%-97.5pp | 59.29%-47.7pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,620 | $3,387+36.4% | $3,709+24.6% | $3,805+21.4% |
| Admin fee / account holder | $31 | $98-68.6% | $3,845-99.2% | $158-80.5% |