Filed July 25, 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 15 · EIN 13-1624203 | Recordkeeping | $4,333 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,323 | $57,976+74.8% | $62,995+60.8% | $62,292+62.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.28% | 17.54%-0.3pp | 87.57%-70.3pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,362 | $2,415+39.2% | $2,759+21.8% | $2,042+64.6% |
| Participant deferral / active EE | $6,837 | $2,956+131.3% | $3,329+105.4% | $3,169+115.7% |
| Admin fee / account holder | $18 | $276-93.3% | $3,600-99.5% | $479-96.2% |