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 |
|---|---|---|
TIAA4 years Service code 50 · EIN 13-1624203 | Direct Payment | $31,516 |
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 | $90,390 | $83,884+7.8% | $64,056+41.1% | $74,419+21.5% |
| Participation rate | 95.7% | 76.6%+19.1pp | 72.3%+23.4pp | 70.7%+25.0pp |
| Annual return | 15.92% | 16.57%-0.7pp | 33.69%-17.8pp | 34.38%-18.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,623 | $3,692+25.2% | $3,880+19.2% | $4,528+2.1% |
| Admin fee / account holder | $42 | $196-78.8% | $3,068-98.6% | $348-88.0% |