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 Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,565 |
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$77,968 |
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 | $194,286 | $127,481+52.4% | $149,696+29.8% | $90,288+115.2% |
| Participation rate | 98.0% | 78.2%+19.8pp | 82.5%+15.6pp | 73.4%+24.7pp |
| Annual return | 12.81% | 57.78%-45.0pp | 276.60%-263.8pp | 53.97%-41.2pp |
| Employer contribution / active EE | $11,023 | $3,448+219.7% | $4,644+137.4% | $2,524+336.7% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $152-99.8% | $9,309-100.0% | $114-99.7% |