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 |
|---|---|---|
TIAA4+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $17,470 |
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 | $83,434 | $70,083+19.0% | $59,878+39.3% | $55,725+49.7% |
| Participation rate | 91.0% | 78.4%+12.6pp | 74.7%+16.3pp | 70.9%+20.1pp |
| Annual return | -2.14% | 3.13%-5.3pp | 3.46%-5.6pp | 244.93%-247.1pp |
| Employer contribution / active EE | $1,768 | $2,878-38.6% | $2,722-35.0% | $2,078-14.9% |
| Participant deferral / active EE | $2,955 | $3,079-4.0% | $3,402-13.1% | $3,356-11.9% |
| Admin fee / account holder | $39 | $70-44.3% | $3,590-98.9% | $115-66.0% |