Filed November 9, 2006 (most recent of 2 filings on file)
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 13 · EIN 13-1624203 | Contract Administrator | $6,285 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,027 | $68,408+11.1% | $57,179+33.0% | $57,658+31.9% |
| Participation rate | 92.1% | 79.1%+12.9pp | 75.3%+16.7pp | 70.2%+21.8pp |
| Annual return | 6.59% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,743 | $2,869-39.3% | $2,682-35.0% | $1,974-11.7% |
| Participant deferral / active EE | $2,848 | $2,903-1.9% | $3,096-8.0% | $3,061-7.0% |
| Admin fee / account holder | $14 | $70-80.3% | $3,139-99.6% | $95-85.5% |