Filed May 3, 2008 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $124,721 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,662 | $93,351+55.0% | $62,929+129.9% | $79,634+81.7% |
| Participation rate | 94.2% | 74.6%+19.6pp | 73.1%+21.1pp | 62.5%+31.7pp |
| Annual return | 13.17% | 14.37%-1.2pp | 1063.93%-1050.8pp | 36.46%-23.3pp |
| Employer contribution / active EE | $0 | $3,135-100.0% | $2,505-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $7,920 | $3,921+102.0% | $3,888+103.7% | $3,835+106.6% |
| Admin fee / account holder | $56 | $229-75.7% | $5,065-98.9% | $1,002-94.4% |