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 Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $6,232 |
FID INV INST OPS CO9+ years Service code 15 · EIN 04-2647786 | Recordkeeping | -$124,146 |
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 | $169,437 | $107,459+57.7% | $135,903+24.7% | $80,160+111.4% |
| Participation rate | 98.5% | 78.0%+20.4pp | 81.9%+16.6pp | 72.9%+25.6pp |
| Annual return | 16.04% | 91.91%-75.9pp | 68.23%-52.2pp | 40.38%-24.3pp |
| Employer contribution / active EE | $11,545 | $3,877+197.8% | $4,856+137.7% | $2,978+287.7% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | -$21 | $127-116.7% | $10,762-100.2% | $145-114.6% |