Filed April 30, 2007
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 | $13,004 |
Service code 50 · EIN 04-2647786 | Direct Payment | $310 |
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 | $63,851 | $60,795+5.0% | $69,455-8.1% | $65,185-2.0% |
| Participation rate | 97.4% | 74.9%+22.5pp | 74.6%+22.8pp | 70.2%+27.2pp |
| Annual return | 16.93% | 17.46%-0.5pp | 28.97%-12.0pp | 29.38%-12.5pp |
| Employer contribution / active EE | $2,976 | $2,452+21.4% | $2,779+7.1% | $2,177+36.7% |
| Participant deferral / active EE | $3,937 | $3,162+24.5% | $3,535+11.4% | $3,514+12.1% |
| Admin fee / account holder | $31 | $314-90.0% | $3,839-99.2% | $847-96.3% |