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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,745 | $54,350+50.4% | $82,719-1.2% | $68,494+19.3% |
| Participation rate | 85.3% | 63.9%+21.4pp | 72.6%+12.8pp | 67.9%+17.4pp |
| Annual return | -15.29% | -13.67%-1.6pp | 701.18%-716.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $9,291 | $2,218+318.9% | $3,009+208.8% | $2,596+257.9% |
| Participant deferral / active EE | $6,775 | $3,246+108.7% | $4,395+54.1% | $4,027+68.2% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |