Filed July 22, 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 15 · EIN 13-1624203 | Recordkeeping | $2,566 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,969 | $74,552-19.6% | $62,995-4.8% | $69,631-13.9% |
| Participation rate | 99.3% | 78.3%+21.1pp | 74.8%+24.5pp | 70.7%+28.6pp |
| Annual return | 18.12% | 15.77%+2.4pp | 87.57%-69.4pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $3,627 | $2,929+23.8% | $2,759+31.5% | $2,032+78.5% |
| Participant deferral / active EE | $4,448 | $2,974+49.6% | $3,329+33.6% | $3,224+38.0% |
| Admin fee / account holder | $7 | $59-88.1% | $3,600-99.8% | $110-93.6% |