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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $33,924 |
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 | $144,882 | $91,762+57.9% | $67,502+114.6% | $77,643+86.6% |
| Participation rate | 95.3% | 75.9%+19.4pp | 72.9%+22.4pp | 70.6%+24.7pp |
| Annual return | 11.53% | 14.87%-3.3pp | 3512.12%-3500.6pp | 31.24%-19.7pp |
| Employer contribution / active EE | $3,785 | $3,181+19.0% | $2,731+38.6% | $2,726+38.9% |
| Participant deferral / active EE | $5,713 | $3,903+46.4% | $4,000+42.8% | $4,647+22.9% |
| Admin fee / account holder | $77 | $176-56.0% | $3,998-98.1% | $430-82.0% |