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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,815 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,593 | $127,481+58.9% | $149,696+35.3% | $90,288+124.4% |
| Participation rate | 93.5% | 78.2%+15.3pp | 82.5%+11.1pp | 73.4%+20.2pp |
| Annual return | 12.69% | 57.78%-45.1pp | 276.60%-263.9pp | 53.97%-41.3pp |
| Employer contribution / active EE | $1,656 | $3,448-52.0% | $4,644-64.3% | $2,524-34.4% |
| Participant deferral / active EE | $9,003 | $6,975+29.1% | $6,842+31.6% | $4,232+112.7% |
| Admin fee / account holder | $1 | $152-99.7% | $9,309-100.0% | $114-99.5% |