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 |
|---|---|---|
TIAA3+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $12,529 |
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 | $86,231 | $74,552+15.7% | $62,995+36.9% | $69,631+23.8% |
| Participation rate | 92.0% | 78.3%+13.8pp | 74.8%+17.2pp | 70.7%+21.3pp |
| Annual return | 13.24% | 15.77%-2.5pp | 87.57%-74.3pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $1,835 | $2,929-37.4% | $2,759-33.5% | $2,032-9.7% |
| Participant deferral / active EE | $2,988 | $2,974+0.5% | $3,329-10.2% | $3,224-7.3% |
| Admin fee / account holder | $28 | $59-53.1% | $3,600-99.2% | $110-74.8% |