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 |
|---|---|---|
TIAA2+ years Filed as: TIAA -TEACHERS INS AND ANNUITY ASSO Service code 15 · EIN 13-1624203 | Recordkeeping | $46,230 |
FID INV INST OPS CO2+ years Service code 60 | Sub-TA Fees | $31 |
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
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 | $149,817 | $85,635+74.9% | $123,892+20.9% | $63,975+134.2% |
| Participation rate | 90.0% | 74.9%+15.1pp | 81.4%+8.6pp | 71.1%+18.9pp |
| Annual return | 6.60% | 15.74%-9.1pp | 47.52%-40.9pp | 48.65%-42.1pp |
| Employer contribution / active EE | $8,048 | $3,076+161.6% | $4,617+74.3% | $2,182+268.9% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $11 | $75-85.6% | $8,357-99.9% | $70-84.7% |