Filed June 28, 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 15 · EIN 13-1624203 | Recordkeeping | $1,998 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,187 | $43,110-18.4% | $156,549-77.5% | $65,292-46.1% |
| Participation rate | 98.7% | 69.3%+29.4pp | 84.0%+14.7pp | 72.4%+26.3pp |
| Annual return | 6.57% | 11.24%-4.7pp | 32.23%-25.7pp | 11.84%-5.3pp |
| Employer contribution / active EE | $2,813 | $1,702+65.3% | $5,501-48.9% | $2,302+22.2% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $0 | $47-99.5% | $13,027-100.0% | $57-99.6% |