Filed December 29, 2006 (most recent of 4 filings on file)
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 52 · EIN 04-1590850 | Indirect Investment Fees | $45,559 |
TIAA2+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $762 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,355 | $39,859+156.8% | $78,689+30.1% | $57,658+77.5% |
| Participation rate | 81.6% | 66.1%+15.5pp | 73.6%+8.0pp | 70.2%+11.4pp |
| Annual return | 7.65% | 18.96%-11.3pp | 62.18%-54.5pp | 5.13%+2.5pp |
| Employer contribution / active EE | $3,444 | $1,786+92.9% | $2,851+20.8% | $1,974+74.5% |
| Participant deferral / active EE | $5,597 | $2,248+148.9% | $3,517+59.1% | $3,061+82.9% |
| Admin fee / account holder | $50 | $76-34.5% | $4,510-98.9% | $95-47.2% |