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 Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $769 |
FID INV INST OPS CO7+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$94,518 |
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 | $208,724 | $120,450+73.3% | $159,436+30.9% | $93,030+124.4% |
| Participation rate | 97.8% | 78.0%+19.8pp | 82.8%+15.0pp | 73.9%+23.9pp |
| Annual return | 12.65% | 27.11%-14.5pp | 263.57%-250.9pp | 158.70%-146.1pp |
| Employer contribution / active EE | $10,800 | $3,526+206.3% | $4,829+123.6% | $2,706+299.2% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $137-99.9% | $10,799-100.0% | $152-99.9% |