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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $175 |
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 | $98,673 | $85,199+15.8% | $57,179+72.6% | $63,975+54.2% |
| Participation rate | 98.8% | 74.0%+24.8pp | 75.3%+23.5pp | 71.1%+27.7pp |
| Annual return | 7.63% | 10.43%-2.8pp | 14.59%-7.0pp | 48.65%-41.0pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $4,955 | $3,109+59.4% | $3,096+60.0% | $3,356+47.6% |
| Admin fee / account holder | $0 | $39-99.8% | $3,139-100.0% | $70-99.9% |