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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,812 | $91,762+62.2% | $67,502+120.5% | $77,643+91.7% |
| Participation rate | 93.9% | 75.9%+18.0pp | 72.9%+21.1pp | 70.6%+23.4pp |
| Annual return | 13.23% | 14.87%-1.6pp | 3512.12%-3498.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,714 | $3,181-14.7% | $2,731-0.6% | $2,726-0.4% |
| Participant deferral / active EE | $4,808 | $3,903+23.2% | $4,000+20.2% | $4,647+3.4% |
| Admin fee / account holder | $5 | $176-97.0% | $3,998-99.9% | $430-98.8% |