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 |
|---|---|---|
Service code 99 · EIN 52-0613669 | Other Fees | $36,472 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $450 |
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 | $125,740 | $58,264+115.8% | $86,612+45.2% | $71,457+76.0% |
| Participation rate | 97.6% | 65.0%+32.6pp | 71.7%+25.9pp | 67.9%+29.7pp |
| Annual return | 15.24% | 21.63%-6.4pp | 591.07%-575.8pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,819 | $2,574+9.5% | $3,022-6.7% | $2,588+8.9% |
| Participant deferral / active EE | $7,941 | $3,436+131.1% | $4,438+78.9% | $4,289+85.2% |
| Admin fee / account holder | $80 | $1,057-92.4% | $5,614-98.6% | $1,587-94.9% |