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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $497 |
FID INV INST OPS CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$100,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,251 | $95,388+81.6% | $125,339+38.2% | $77,904+122.4% |
| Participation rate | 98.5% | 78.6%+19.9pp | 82.4%+16.1pp | 73.7%+24.8pp |
| Annual return | -13.71% | 116.19%-129.9pp | 572.05%-585.8pp | 12.21%-25.9pp |
| Employer contribution / active EE | $11,215 | $3,666+205.9% | $4,814+133.0% | $2,848+293.8% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | -$21 | $119-117.8% | $10,010-100.2% | $133-115.9% |