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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $56,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,274 | $91,762+77.9% | $67,502+141.9% | $77,643+110.3% |
| Participation rate | 84.5% | 75.9%+8.6pp | 72.9%+11.6pp | 70.6%+13.9pp |
| Annual return | 12.53% | 14.87%-2.3pp | 3512.12%-3499.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $5,512 | $3,181+73.3% | $2,731+101.8% | $2,726+102.2% |
| Participant deferral / active EE | $4,573 | $3,903+17.2% | $4,000+14.3% | $4,647-1.6% |
| Admin fee / account holder | $46 | $176-73.9% | $3,998-98.9% | $430-89.3% |