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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $400 |
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 | $115,117 | $51,197+124.9% | $82,719+39.2% | $66,914+72.0% |
| Participation rate | 96.6% | 67.8%+28.8pp | 72.6%+24.1pp | 69.8%+26.8pp |
| Annual return | -11.05% | -9.64%-1.4pp | 701.18%-712.2pp | 1.58%-12.6pp |
| Employer contribution / active EE | $2,923 | $2,611+12.0% | $3,009-2.9% | $2,544+14.9% |
| Participant deferral / active EE | $8,323 | $3,458+140.7% | $4,395+89.4% | $4,237+96.4% |
| Admin fee / account holder | $1 | $416-99.9% | $5,329-100.0% | $593-99.9% |