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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,785 | $42,894+46.4% | $60,874+3.1% | $68,494-8.3% |
| Participation rate | 82.4% | 66.8%+15.6pp | 73.1%+9.2pp | 67.9%+14.5pp |
| Annual return | -10.44% | -13.98%+3.5pp | 16.90%-27.3pp | -7.84%-2.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,278 | $2,867-20.5% | $3,817-40.3% | $4,027-43.4% |
| Admin fee / account holder | $11 | $3,101-99.7% | $3,224-99.7% | $5,403-99.8% |