Filed October 4, 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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,600 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,554 | $83,884+61.6% | $64,056+111.6% | $74,419+82.2% |
| Participation rate | 92.2% | 76.6%+15.5pp | 72.3%+19.9pp | 70.7%+21.4pp |
| Annual return | 10.25% | 16.57%-6.3pp | 33.69%-23.4pp | 34.38%-24.1pp |
| Employer contribution / active EE | $2,742 | $3,084-11.1% | $2,747-0.2% | $2,637+4.0% |
| Participant deferral / active EE | $5,046 | $3,692+36.7% | $3,880+30.0% | $4,528+11.4% |
| Admin fee / account holder | $2 | $196-99.2% | $3,068-99.9% | $348-99.5% |