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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,577 |
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 | $96,016 | $55,002+74.6% | $59,878+60.4% | $56,287+70.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -5.20% | 1.13%-6.3pp | 3.46%-8.7pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,434 | $2,448+40.3% | $2,722+26.2% | $2,111+62.7% |
| Participant deferral / active EE | $6,596 | $3,121+111.3% | $3,402+93.9% | $3,350+96.9% |
| Admin fee / account holder | $23 | $236-90.4% | $3,590-99.4% | $521-95.7% |