Filed April 5, 2006
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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $750 |
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 | $135,021 | $63,745+111.8% | $98,442+37.2% | $79,386+70.1% |
| Participation rate | 71.3% | 69.9%+1.4pp | 73.3%-2.1pp | 70.7%+0.5pp |
| Annual return | 13.73% | 625.80%-612.1pp | 1492.73%-1479.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,550 | $2,557-0.3% | $2,960-13.9% | $2,427+5.0% |
| Participant deferral / active EE | $5,232 | $3,303+58.4% | $4,276+22.4% | $4,046+29.3% |
| Admin fee / account holder | $0 | $516-99.9% | $5,949-100.0% | $626-99.9% |