Filed July 21, 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 6-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 | $150 |
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 | $74,766 | $74,706+0.1% | $75,696-1.2% | $79,386-5.8% |
| Participation rate | 86.0% | 75.3%+10.7pp | 74.8%+11.2pp | 70.7%+15.3pp |
| Annual return | 17.67% | 18.52%-0.9pp | 104.53%-86.9pp | 116.85%-99.2pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,248 | $3,533-36.4% | $3,821-41.2% | $4,046-44.4% |
| Admin fee / account holder | $1 | $374-99.8% | $3,619-100.0% | $626-99.9% |