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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,125 |
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 | $226,560 | $120,450+88.1% | $159,436+42.1% | $93,030+143.5% |
| Participation rate | 99.3% | 78.0%+21.4pp | 82.8%+16.5pp | 73.9%+25.4pp |
| Annual return | 12.91% | 27.11%-14.2pp | 263.57%-250.7pp | 158.70%-145.8pp |
| Employer contribution / active EE | $2,003 | $3,526-43.2% | $4,829-58.5% | $2,706-26.0% |
| Participant deferral / active EE | $10,704 | $7,283+47.0% | $7,352+45.6% | $4,562+134.6% |
| Admin fee / account holder | $1 | $137-99.3% | $10,799-100.0% | $152-99.4% |