Filed February 26, 2006 (most recent of 2 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 9-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 27 · EIN 58-2608124 | Advisory (Plan) | $5,035 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,439 |
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 | $74,683 | $57,976+28.8% | $62,995+18.6% | $62,292+19.9% |
| Participation rate | 96.2% | 75.9%+20.2pp | 74.8%+21.4pp | 69.5%+26.7pp |
| Annual return | 40.86% | 17.54%+23.3pp | 87.57%-46.7pp | 28.90%+12.0pp |
| Employer contribution / active EE | $4,879 | $2,415+102.1% | $2,759+76.8% | $2,042+138.9% |
| Participant deferral / active EE | $2,157 | $2,956-27.0% | $3,329-35.2% | $3,169-31.9% |
| Admin fee / account holder | $17 | $276-93.9% | $3,600-99.5% | $479-96.5% |