Filed June 22, 2006 (most recent of 4 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 4-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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,285 |
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 | $72,257 | $54,350+32.9% | $82,719-12.6% | $68,494+5.5% |
| Participation rate | 94.7% | 63.9%+30.8pp | 72.6%+22.2pp | 67.9%+26.8pp |
| Annual return | -9.01% | -13.67%+4.7pp | 701.18%-710.2pp | -7.84%-1.2pp |
| Employer contribution / active EE | $3,490 | $2,218+57.3% | $3,009+16.0% | $2,596+34.4% |
| Participant deferral / active EE | $5,634 | $3,246+73.6% | $4,395+28.2% | $4,027+39.9% |
| Admin fee / account holder | $20 | $4,395-99.6% | $5,329-99.6% | $5,403-99.6% |