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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,856 | $95,388+102.2% | $125,339+53.9% | $77,904+147.6% |
| Participation rate | 97.1% | 78.6%+18.5pp | 82.4%+14.7pp | 73.7%+23.4pp |
| Annual return | -12.59% | 116.19%-128.8pp | 572.05%-584.6pp | 12.21%-24.8pp |
| Employer contribution / active EE | $2,001 | $3,666-45.4% | $4,814-58.4% | $2,848-29.7% |
| Participant deferral / active EE | $10,583 | $7,711+37.2% | $7,446+42.1% | $4,806+120.2% |
| Admin fee / account holder | $1 | $119-99.6% | $10,010-100.0% | $133-99.6% |