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 -TEACHERS INS AND ANNUITY ASSO Service code 15 · EIN 13-1624203 | Recordkeeping | $1,518 |
FID INV INST OPS CO3+ years Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO3+ years Filed as: FID INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$63,647 |
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 | $167,461 | $96,458+73.6% | $136,294+22.9% | $77,958+114.8% |
| Participation rate | 90.3% | 75.4%+14.9pp | 81.9%+8.4pp | 71.6%+18.7pp |
| Annual return | 14.03% | 23.78%-9.8pp | 5155.94%-5141.9pp | 20.87%-6.8pp |
| Employer contribution / active EE | $8,816 | $3,144+180.4% | $4,695+87.8% | $2,310+281.6% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $80-99.6% | $9,243-100.0% | $97-99.6% |