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 | $96,018+50.7% | $65,493+120.9% | $85,563+69.1% |
| Participation rate | 94.2% | 74.8%+19.4pp | 73.1%+21.1pp | 66.0%+28.2pp |
| Annual return | 13.17% | 14.51%-1.3pp | 982.45%-969.3pp | 31.51%-18.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $7,920 | $4,055+95.3% | $3,961+100.0% | $4,375+81.0% |
| Admin fee / account holder | $56 | $271-79.4% | $5,028-98.9% | $834-93.3% |