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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,405 |
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 | $109,254 | $85,199+28.2% | $57,179+91.1% | $63,975+70.8% |
| Participation rate | 99.4% | 74.0%+25.3pp | 75.3%+24.0pp | 71.1%+28.2pp |
| Annual return | 7.05% | 10.43%-3.4pp | 14.59%-7.5pp | 48.65%-41.6pp |
| Employer contribution / active EE | $7,691 | $3,446+123.2% | $2,682+186.7% | $2,182+252.5% |
| Participant deferral / active EE | $3,245 | $3,109+4.4% | $3,096+4.8% | $3,356-3.3% |
| Admin fee / account holder | $2 | $39-94.9% | $3,139-99.9% | $70-97.2% |