Filed January 13, 2006
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 64 · EIN 13-1624203 | Recordkeeping Fees | $30,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,799 | $83,884+64.3% | $64,056+115.1% | $74,419+85.2% |
| Participation rate | 95.6% | 76.6%+19.0pp | 72.3%+23.3pp | 70.7%+24.9pp |
| Annual return | 16.28% | 16.57%-0.3pp | 33.69%-17.4pp | 34.38%-18.1pp |
| Employer contribution / active EE | $3,804 | $3,084+23.4% | $2,747+38.5% | $2,637+44.2% |
| Participant deferral / active EE | $5,984 | $3,692+62.1% | $3,880+54.2% | $4,528+32.2% |
| Admin fee / account holder | $72 | $196-63.1% | $3,068-97.6% | $348-79.2% |