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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $86,578 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,899 | $98,780+20.4% | $60,874+95.3% | $77,904+52.6% |
| Participation rate | 86.9% | 76.7%+10.2pp | 73.1%+13.7pp | 73.7%+13.2pp |
| Annual return | -10.08% | -11.56%+1.5pp | 16.90%-27.0pp | 12.21%-22.3pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,701-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,806 | $4,200+38.2% | $3,817+52.1% | $4,806+20.8% |
| Admin fee / account holder | $38 | $89-56.9% | $3,224-98.8% | $133-71.2% |