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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $90,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,888 | $105,179+23.5% | $64,056+102.8% | $80,160+62.0% |
| Participation rate | 93.4% | 73.5%+19.9pp | 72.3%+21.1pp | 72.9%+20.5pp |
| Annual return | 13.45% | 20.34%-6.9pp | 33.69%-20.2pp | 40.38%-26.9pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,747-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $6,643 | $4,020+65.2% | $3,880+71.2% | $5,017+32.4% |
| Admin fee / account holder | $40 | $113-64.8% | $3,068-98.7% | $145-72.5% |