Filed May 8, 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 | $1,325 |
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 | $141,506 | $85,635+65.2% | $123,892+14.2% | $63,975+121.2% |
| Participation rate | 84.8% | 74.9%+9.9pp | 81.4%+3.4pp | 71.1%+13.7pp |
| Annual return | 7.96% | 15.74%-7.8pp | 47.52%-39.6pp | 48.65%-40.7pp |
| Employer contribution / active EE | $1,415 | $3,076-54.0% | $4,617-69.4% | $2,182-35.1% |
| Participant deferral / active EE | $7,415 | $5,667+30.8% | $5,984+23.9% | $3,356+120.9% |
| Admin fee / account holder | $0 | $75-99.5% | $8,357-100.0% | $70-99.5% |