Filed November 9, 2005 (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 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+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $7,790 |
THE VANGUARD GROUP, INC.1+ years Service code 52 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Indirect Investment Fees | $1,845 |
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 | $56,726 | $47,078+20.5% | $100,671-43.7% | $55,191+2.8% |
| Participation rate | 97.0% | 58.0%+39.0pp | 70.7%+26.3pp | 69.2%+27.9pp |
| Annual return | 1.29% | 0.65%+0.6pp | 20.43%-19.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $3,452 | $1,065+224.0% | $4,012-14.0% | $1,899+81.8% |
| Participant deferral / active EE | $1,864 | $2,038-8.5% | $3,144-40.7% | $3,046-38.8% |
| Admin fee / account holder | $18 | $153-87.9% | $4,850-99.6% | $91-79.6% |