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 |
|---|---|---|
TIAA2 years Service code 50 · EIN 13-1624203 | Direct Payment | $33,857 |
WELL AND GOOD LLC1 year Service code 50 · EIN 27-0984119 | Direct Payment | $8,200 |
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 | $87,840 | $94,833-7.4% | $75,696+16.0% | $86,799+1.2% |
| Participation rate | 95.8% | 79.1%+16.7pp | 74.8%+20.9pp | 72.3%+23.5pp |
| Annual return | 14.74% | 16.91%-2.2pp | 104.53%-89.8pp | 97.91%-83.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,790 | $3,632+31.9% | $3,821+25.4% | $4,131+16.0% |
| Admin fee / account holder | $48 | $109-55.8% | $3,619-98.7% | $170-71.7% |