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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $319,420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,700 | $109,659+83.0% | $62,929+218.9% | $103,975+93.0% |
| Participation rate | 99.7% | 71.6%+28.1pp | 73.1%+26.6pp | 72.5%+27.2pp |
| Annual return | 14.14% | 15.88%-1.7pp | 1063.93%-1049.8pp | 19.41%-5.3pp |
| Employer contribution / active EE | $10,783 | $3,440+213.5% | $2,505+330.5% | $3,722+189.7% |
| Participant deferral / active EE | $4,641 | $4,009+15.8% | $3,888+19.4% | $5,343-13.1% |
| Admin fee / account holder | $103 | $130-20.8% | $5,065-98.0% | $332-68.9% |