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 |
|---|---|---|
TIAA3 years Service code 50 · EIN 13-1624203 | Direct Payment | $29,976 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $8,477 |
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 | $78,420 | $79,124-0.9% | $60,874+28.8% | $64,808+21.0% |
| Participation rate | 94.9% | 77.7%+17.2pp | 73.1%+21.8pp | 71.5%+23.5pp |
| Annual return | -10.41% | -7.13%-3.3pp | 16.90%-27.3pp | 32.82%-43.2pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,614 | $3,725+23.9% | $3,817+20.9% | $4,310+7.0% |
| Admin fee / account holder | $54 | $106-49.0% | $3,224-98.3% | $188-71.3% |