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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $150,348 |
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 | $158,924 | $105,581+50.5% | $70,449+125.6% | $90,288+76.0% |
| Participation rate | 99.2% | 77.5%+21.6pp | 75.1%+24.1pp | 73.4%+25.8pp |
| Annual return | 14.50% | 14.78%-0.3pp | 109.03%-94.5pp | 53.97%-39.5pp |
| Employer contribution / active EE | $8,334 | $3,304+152.3% | $2,737+204.5% | $2,524+230.2% |
| Participant deferral / active EE | $3,471 | $3,813-9.0% | $3,709-6.4% | $4,232-18.0% |
| Admin fee / account holder | $51 | $68-24.0% | $3,845-98.7% | $114-55.0% |