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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $595 |
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 | $161,885 | $96,458+67.8% | $136,294+18.8% | $77,958+107.7% |
| Participation rate | 95.1% | 75.4%+19.7pp | 81.9%+13.2pp | 71.6%+23.5pp |
| Annual return | 16.22% | 23.78%-7.6pp | 5155.94%-5139.7pp | 20.87%-4.6pp |
| Employer contribution / active EE | $1,721 | $3,144-45.2% | $4,695-63.3% | $2,310-25.5% |
| Participant deferral / active EE | $8,834 | $5,902+49.7% | $6,247+41.4% | $3,537+149.8% |
| Admin fee / account holder | $0 | $80-100.0% | $9,243-100.0% | $97-100.0% |