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 |
|---|---|---|
TIAA6 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 | $96,714 | $57,281+68.8% | $86,612+11.7% | $75,163+28.7% |
| Participation rate | 89.4% | 63.2%+26.2pp | 71.7%+17.7pp | 67.2%+22.2pp |
| Annual return | 16.87% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.8pp |
| Employer contribution / active EE | $8,916 | $2,314+285.2% | $3,022+195.0% | $2,670+234.0% |
| Participant deferral / active EE | $6,182 | $3,318+86.3% | $4,438+39.3% | $4,125+49.9% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |