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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $126,026 |
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 | $139,042 | $204,517-32.0% | $69,455+100.2% | $77,787+78.7% |
| Participation rate | 99.4% | 74.6%+24.7pp | 74.6%+24.7pp | 73.2%+26.1pp |
| Annual return | 18.90% | 22.10%-3.2pp | 28.97%-10.1pp | 32.57%-13.7pp |
| Employer contribution / active EE | $8,170 | $3,548+130.3% | $2,779+194.0% | $2,504+226.2% |
| Participant deferral / active EE | $3,397 | $3,478-2.4% | $3,535-3.9% | $3,967-14.4% |
| Admin fee / account holder | $43 | $101-57.3% | $3,839-98.9% | $100-57.1% |