Filed July 14, 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 |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $5,365 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $5,000 |
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 | $41,680 | $57,976-28.1% | $62,995-33.8% | $62,292-33.1% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 16.41% | 17.54%-1.1pp | 87.57%-71.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $3,978 | $2,415+64.7% | $2,759+44.2% | $2,042+94.8% |
| Participant deferral / active EE | $6,252 | $2,956+111.5% | $3,329+87.8% | $3,169+97.3% |
| Admin fee / account holder | $61 | $276-78.0% | $3,600-98.3% | $479-87.4% |