Filed November 21, 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 |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $1,341 |
FID INV INST OPS CO11+ years Service code 15 · EIN 04-2647786 | Recordkeeping | -$88,291 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,958 | $145,877+56.3% | $150,045+51.9% | $102,872+121.6% |
| Participation rate | 97.0% | 79.8%+17.2pp | 82.3%+14.7pp | 73.0%+24.0pp |
| Annual return | 15.09% | 21.37%-6.3pp | 62.55%-47.5pp | 19.06%-4.0pp |
| Employer contribution / active EE | $12,842 | $4,710+172.6% | $4,693+173.6% | $3,526+264.2% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | -$18 | $176-110.3% | $13,435-100.1% | $292-106.2% |