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 |
|---|---|---|
NAVAL ACADEMY ATHLETIC ASSOC2 years Service code 99 · EIN 52-0613669 | Other Fees | $32,295 |
TIAA4 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 | $136,337 | $60,323+126.0% | $81,812+66.6% | $74,495+83.0% |
| Participation rate | 98.6% | 62.9%+35.7pp | 72.3%+26.2pp | 67.2%+31.4pp |
| Annual return | 12.61% | 16.90%-4.3pp | 773.79%-761.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,325 | $2,620+26.9% | $2,912+14.2% | $2,623+26.8% |
| Participant deferral / active EE | $9,144 | $3,387+169.9% | $4,319+111.7% | $4,346+110.4% |
| Admin fee / account holder | $70 | $1,486-95.3% | $7,386-99.0% | $1,942-96.4% |