Filed April 27, 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 15 · EIN 13-1624203 | Recordkeeping | $309 |
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 | $39,841 | $44,873-11.2% | $79,464-49.9% | $56,287-29.2% |
| Participation rate | 87.0% | 68.7%+18.3pp | 73.3%+13.7pp | 69.9%+17.2pp |
| Annual return | 51.01% | 0.81%+50.2pp | 718.14%-667.1pp | -9.96%+61.0pp |
| Employer contribution / active EE | $6,833 | $2,140+219.3% | $2,800+144.0% | $2,111+223.7% |
| Participant deferral / active EE | $1,154 | $2,746-58.0% | $3,704-68.8% | $3,350-65.6% |
| Admin fee / account holder | $1 | $418-99.7% | $5,113-100.0% | $521-99.8% |