Filed July 15, 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 3-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+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $420 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,532 | $39,122-4.1% | $57,179-34.4% | $62,891-40.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.88% | 9.23%-8.4pp | 14.59%-13.7pp | 20.14%-19.3pp |
| Employer contribution / active EE | $2,262 | $1,874+20.7% | $2,682-15.7% | $2,281-0.8% |
| Participant deferral / active EE | $3,129 | $2,374+31.8% | $3,096+1.1% | $3,203-2.3% |
| Admin fee / account holder | $2 | $2,592-99.9% | $3,139-99.9% | $4,296-99.9% |