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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,742 |
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 | $119,163 | $87,173+36.7% | $59,878+99.0% | $75,289+58.3% |
| Participation rate | 99.3% | 74.5%+24.8pp | 74.7%+24.6pp | 72.4%+26.9pp |
| Annual return | -4.46% | -2.14%-2.3pp | 3.46%-7.9pp | -0.04%-4.4pp |
| Employer contribution / active EE | $7,960 | $3,473+129.2% | $2,722+192.5% | $2,405+231.0% |
| Participant deferral / active EE | $3,331 | $3,379-1.4% | $3,402-2.1% | $3,739-10.9% |
| Admin fee / account holder | $7 | $75-90.8% | $3,590-99.8% | $102-93.3% |