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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,666 |
FID INV INST OPS CO5+ years Service code 60 | Sub-TA 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 | $180,008 | $101,523+77.3% | $141,162+27.5% | $77,787+131.4% |
| Participation rate | 98.0% | 77.4%+20.6pp | 82.5%+15.5pp | 73.2%+24.8pp |
| Annual return | 17.92% | 56.22%-38.3pp | 71.39%-53.5pp | 32.57%-14.7pp |
| Employer contribution / active EE | $10,149 | $3,341+203.8% | $4,735+114.3% | $2,504+305.3% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $1 | $92-98.6% | $10,261-100.0% | $100-98.7% |