Filed August 30, 2006 (most recent of 2 filings on file)
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 Service code 15 · EIN 13-1624203 | Recordkeeping | $33,039 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,322 | $95,542+42.7% | $69,455+96.3% | $67,579+101.7% |
| Participation rate | 98.3% | 79.4%+18.9pp | 74.6%+23.7pp | 71.3%+27.0pp |
| Annual return | 5.42% | 17.67%-12.2pp | 28.97%-23.5pp | 378.56%-373.1pp |
| Employer contribution / active EE | $6,043 | $2,989+102.2% | $2,779+117.5% | $2,148+181.4% |
| Participant deferral / active EE | $4,737 | $3,263+45.2% | $3,535+34.0% | $3,539+33.8% |
| Admin fee / account holder | $28 | $90-68.8% | $3,839-99.3% | $142-80.3% |