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 |
|---|---|---|
Service code 28 · EIN 26-0596503 | Investment Management | $14,378 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,674 |
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 | $66,173 | $204,517-67.6% | $69,455-4.7% | $77,787-14.9% |
| Participation rate | 98.1% | 74.6%+23.5pp | 74.6%+23.5pp | 73.2%+24.9pp |
| Annual return | 20.61% | 22.10%-1.5pp | 28.97%-8.4pp | 32.57%-12.0pp |
| Employer contribution / active EE | $3,105 | $3,548-12.5% | $2,779+11.7% | $2,504+24.0% |
| Participant deferral / active EE | $3,929 | $3,478+13.0% | $3,535+11.1% | $3,967-1.0% |
| Admin fee / account holder | $15 | $101-85.3% | $3,839-99.6% | $100-85.2% |