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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,438 |
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 | $125,573 | $92,091+36.4% | $62,995+99.3% | $77,958+61.1% |
| Participation rate | 99.4% | 74.5%+24.9pp | 74.8%+24.6pp | 71.6%+27.7pp |
| Annual return | 15.79% | 16.23%-0.4pp | 87.57%-71.8pp | 20.87%-5.1pp |
| Employer contribution / active EE | $7,764 | $3,424+126.7% | $2,759+181.4% | $2,310+236.0% |
| Participant deferral / active EE | $3,251 | $3,361-3.3% | $3,329-2.3% | $3,537-8.1% |
| Admin fee / account holder | $2 | $48-95.3% | $3,600-99.9% | $97-97.7% |